Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,539 $1.61M 0.39% -582 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,509 $1.61M 0.06% +253 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,482 $1.6M 0.03% -1,078 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9,385 $1.59M 0.29% +8,901 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 9,345 $1.58M 0.54% -5 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,241 $1.56M <0.01% +986 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,231 $1.56M 0.02% +1,474 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 9,188 $1.55M 0.06% -100 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,171 $1.55M 0.1% +6,644 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 9,056 $1.53M 0.01% +4,094 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,053 $1.53M 0.15% -2,600 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 9,024 $1.53M 0.89% +395 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,987 $1.52M 0.03% -5,395 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,855 $1.5M 0.18% +55 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,843 $1.5M 0.05% +2,057 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 8,807 $1.49M 0.19% -244 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,800 $1.49M 0.07% +12 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,694 $1.47M 0.06% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,663 $1.47M 0.15% -73 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 8,652 $1.46M 0.13% -35 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,634 $1.46M 0.43% +1,658 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,633 $1.46M 0.01% +4,145 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 8,613 $1.46M 0.38% +29 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,569 $1.45M <0.01% -14,176 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 8,468 $1.43M 0.5% -968 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 8,400 $1.42M 0.15% -4,300 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,360 $1.41M 0.02% +579 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,249 $1.4M 0.7% +5 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,171 $1.38M 0.1% -111 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 8,128 $1.37M 0.05% -1,360 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,054 $1.36M 0.04% -479 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,053 $1.36M 0.31% +3 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,998 $1.35M 0.05% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,935 $1.34M 0.07% +235 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,908 $1.34M 0.02% +1,145 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,820 $1.32M 0.05% -720 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,791 $1.32M 0.03% +1,535 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,531 $1.31M 0.36% +3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,750 $1.31M 0.09% -584 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,710 $1.3M 0.5% -4 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,302 $1.3M 0.42% +4,850 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,658 $1.3M 0.04% -1,216 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,528 $1.27M 0.12% -2,158 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,511 $1.27M 0.01% +3,724 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 7,211 $1.26M 0.62% +433 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,320 $1.24M 0.02% +1,983 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,198 $1.24M 0.03% +58 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 7,278 $1.23M 0.04% new 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 7,280 $1.23M 0.09% +1,199 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,252 $1.23M 0.02% +627 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,173 $1.21M 0.01% -1,146 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,062 $1.19M 0.12% +54 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,027 $1.19M 0.06% +1,481 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,950 $1.18M 0.01% +20 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,885 $1.16M 0.11% -147 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,776 $1.15M 0.16% -7 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,743 $1.14M 0.05% -30,162 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,730 $1.14M 0.12% -818 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,717 $1.14M 0.02% +714 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,715 $1.14M 0.19% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,655 $1.13M 0.03% -36 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 6,627 $1.12M 0.13% +178 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,612 $1.12M 0.17% -445 13F-HR Timeline TOBAM More: the full row for TOBAM 6,524 $1.1M 0.29% +1,481 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 6,355 $1.07M 0.33% +586 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,341 $1.07M 0.42% +190 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,336 $1.07M 0.07% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,300 $1.07M 0.2% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 6,282 $1.06M 0.07% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,206 $1.05M 0.4% -633 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 6,150 $1.04M 0.33% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,066 $1.03M 0.04% +4,125 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,053 $1.02M 0.01% +165 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,014 $1.02M 0.07% +286 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 6,009 $1.02M 0.04% -3,404 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,956 $1.01M 0.06% +33 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,864 $1.01M 0.01% +1,228 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 5,950 $1.01M 0.05% -1,450 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,943 $1.01M 0.03% +1,006 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,916 $1M 0.18% -754 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,906 $999K 0.08% -42 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,791 $979K 0.08% +26 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,789 $979K 0.07% -895 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 5,788 $979K 0.24% +337 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,680 $961K 0.01% +231 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 5,671 $959K 0.67% +1,196 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,624 $951K 0.64% 0 13F-HR Timeline Abbot Financial Management, Inc. 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More: the full row for Everhart Financial Group, Inc. 5,469 $925K 0.08% -730 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,397 $913K 0.02% new 13F-HR/A Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,352 $905K 0.17% +2,682 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,336 $903K 0.39% +54 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,317 $899K 0.02% -843 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 5,300 $896K 0.13% 0 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,240 $886K 0.07% +225 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,179 $876K 0.7% -21 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 4,967 $873K 0.32% +755 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,132 $868K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,130 $868K 0.02% +1,296 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,113 $865K 0.06% +21 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,113 $865K 0.22% +107 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,999 $846K 0.03% +4,593 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,982 $843K 0.02% +416 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,981 $842K 0.15% -16 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,967 $840K 0.53% -91 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 4,966 $840K 0.3% +673 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,950 $837K 0.08% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,899 $829K 0.09% -1,093 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,860 $822K 0.17% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,819 $818K 0.23% +1,278 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,829 $817K 0.08% -422 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,788 $810K 0.11% +4 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,768 $806K 0.53% -174 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,738 $801K 0.02% +3,874 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,734 $801K 0.01% +535 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,727 $800K 0.02% +30 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 4,697 $794K 0.61% -526 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 4,667 $789K 0.71% +501 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,582 $788K 0.06% +8 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,617 $781K 0.12% +1 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,595 $777K 0.71% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,594 $777K 0.16% +763 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,576 $774K 0.09% +1,177 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,529 $766K 0.02% -3,566 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,509 $763K 0.15% +59 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,501 $761K 0.02% +914 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,501 $761K 0.05% +39 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,495 $760K 0.27% -275 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,435 $750K 0.18% -1,135 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,421 $748K 0.01% -6,682 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,360 $737K 0.01% -1,722 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,356 $737K 0.02% -1,245 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,324 $732K 0.25% -58 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,300 $727K 0.03% -7,173 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,283 $724K 0.01% +2,961 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,252 $719K 0.02% -15,788 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,238 $717K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,226 $715K 0.09% +892 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,219 $714K 0.01% -3,155 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,202 $711K 0.26% -72 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,179 $707K 0.05% +1,718 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,178 $707K 0.01% +1,409 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,173 $706K 0.03% +1,920 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,172 $706K 0.01% -1 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 4,164 $704K 0.39% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,136 $700K 0.03% +55 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,127 $698K 0.2% -35 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,126 $698K 0.01% -255 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,126 $698K 0.03% +43 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,095 $693K 0.01% -15,892 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,080 $690K 0.01% -5,936 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 4,070 $688K 0.23% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,057 $684K 0.02% +345 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,032 $682K 0.1% +1 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,900 $681K 0.13% -225 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 4,017 $679K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,008 $678K 0.07% -4 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,004 $677K 0.07% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,000 $677K 0.08% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,963 $670K 0.01% +1,048 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,959 $670K 0.01% -1,859 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,954 $669K 0.04% +1,280 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,895 $659K 0.04% +298 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 3,895 $659K 0.02% -25,012 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,874 $655K 0.04% -45 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,864 $654K 0.49% -441 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,823 $647K 0.25% -6,322 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,818 $646K 0.05% -49 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,800 $643K 0.24% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,792 $641K <0.01% -339 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,791 $641K 0.06% -144 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,770 $638K 0.05% +629 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,769 $638K 0.04% -5 13F-HR Timeline Group Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 3,755 $635K 0.27% -441 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,736 $632K 0.02% +36 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,735 $632K 0.11% +319 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,718 $629K 0.03% +3,048 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,711 $628K 0.09% -5 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,711 $628K 0.2% -88 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,700 $626K 0.21% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,688 $624K 0.01% +97 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,686 $623K 0.17% -94 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,490 $619K 0.02% +254 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,660 $619K 0.03% +2,360 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,652 $618K 0.13% +50 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,640 $616K 0.07% +241 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,620 $612K 0.01% +1,390 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,610 $611K 0.27% -48 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,600 $609K 0.04% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,597 $608K 0.23% +508 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,586 $607K 0.09% +345 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,457 $604K 0.13% +25 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,512 $594K <0.01% -226 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,398 $594K 0.01% +1,532 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,488 $590K 0.08% +64 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,487 $590K 0.19% +1,030 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,466 $586K 0.2% 0 13F-HR Timeline