VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.33M 0.27% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,995 $2.33M 0.03% -1,372 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,978 $2.32M 0.08% +957 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,972 $2.31M 0.05% -20,878 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,970 $2.31M 0.12% +647 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,964 $2.31M 0.62% -200 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,952 $2.31M 0.32% +503 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,945 $2.3M 0.22% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,938 $2.3M 0.27% +686 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,927 $2.29M 0.05% -19 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,875 $2.27M 0.04% -8 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,844 $2.26M 0.13% +805 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,826 $2.25M 0.14% +514 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,809 $2.24M 0.51% +1 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,805 $2.24M 1.12% +160 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,799 $2.23M 0.04% -4 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,794 $2.23M 0.25% -11 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,785 $2.23M 0.11% +1,774 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,777 $2.22M +226 Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,735 $2.21M 0.17% -2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,747 $2.21M 0.1% +21 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,707 $2.2M 0.62% -24 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,717 $2.2M 0.14% +67 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,675 $2.18M 0.24% -225 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,670 $2.17M 0.48% +2,143 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,566 $2.15M 0.08% +263 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,596 $2.14M 0.55% -26 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,548 $2.12M 0.28% +304 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,522 $2.11M 0.12% -375 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,494 $2.09M 1.67% +106 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,477 $2.08M 0.38% +1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,434 $2.06M 0.03% -1,016 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 4,425 $2.06M 0.94% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,401 $2.05M 0.06% -225 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,400 $2.05M 0.18% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,377 $2.04M 0.07% +487 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,340 $2.02M 0.01% -7 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,338 $2.02M 0.04% -475 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,324 $2.01M 0.15% +315 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,910 $2.01M 0.45% +67 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,320 $2.01M 0.45% -1,559 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,307 $2.01M 2% -112 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,306 $2M 0.82% -34 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,292 $2M 0.24% -286 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,289 $2M 0.32% -128 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,272 $1.99M 0.19% +1,913 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,270 $1.99M 0.16% +996 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,257 $1.98M 0.02% -7 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,248 $1.98M 0.25% 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,245 $1.98M 1.16% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,227 $1.97M 0.02% -479 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,197 $1.95M 0.31% +3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,184 $1.95M 0.07% -59 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,155 $1.93M 0.17% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,117 $1.93M 0.13% -201 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,103 $1.91M 0.27% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,099 $1.91M 0.3% -1,761 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,095 $1.91M 0.28% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,094 $1.91M 0.13% -20 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,091 $1.9M 0.26% +338 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,087 $1.9M 1.35% -1 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,040 $1.89M 0.22% -286 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,054 $1.89M 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,031 $1.88M 0.98% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,025 $1.87M 0.04% -48 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,023 $1.87M 0.08% +258 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,017 $1.87M 0.06% +267 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,011 $1.87M 0.19% -12 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,007 $1.87M 0.12% +73 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,979 $1.85M 0.54% 0 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 3,970 $1.85M 1.24% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,966 $1.85M 0.04% +51 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,963 $1.85M 0.12% -23 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,953 $1.84M 0.04% +926 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,952 $1.84M 0.07% -165 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,943 $1.84M 0.04% -161 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,941 $1.83M 0.74% -76 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 3,933 $1.83M new Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,925 $1.83M +192 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,926 $1.83M 0.05% -441 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,923 $1.83M 1.63% -65 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,922 $1.83M 0.15% 0 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,915 $1.82M 0.69% +22 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,902 $1.82M 0.02% +19 13F-HR Timeline Group ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,900 $1.82M 0.99% -61 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,888 $1.81M 1.18% -50 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,884 $1.81M 0.15% +183 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,880 $1.81M 1.09% +3 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,869 $1.8M 0.1% -31 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,174 $1.8M 0.22% +1 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,860 $1.8M 0.52% -5 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,816 $1.78M 0.09% +961 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,879 $1.77M 0.26% -48 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,792 $1.76M 0.14% -5 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 3,785 $1.76M 0.04% -20 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 3,783 $1.76M 1.55% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,771 $1.76M 0.03% +173 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,762 $1.75M <0.01% +2,428 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,761 $1.75M 0.32% -805 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,755 $1.75M 0.58% -144 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,748 $1.75M 0.02% -55 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,725 $1.73M 0.16% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,725 $1.73M 0.53% -30 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,706 $1.73M 0.31% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,702 $1.72M 0.03% -25 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,695 $1.72M 0.29% -41 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,693 $1.72M 0.25% -484 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,679 $1.71M 0.06% +797 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,626 $1.69M 0.58% +433 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,611 $1.68M 0.49% +51 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,610 $1.68M 0.97% -21 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,610 $1.68M 0.97% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,609 $1.68M 0.39% +208 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,606 $1.68M 0.06% -50 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,595 $1.67M 1.17% -42 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,580 $1.67M 0.43% +2,029 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,577 $1.67M 0.03% 13F-HR Timeline Group Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,575 $1.66M 0.03% 0 13F-HR Timeline Group Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 3,040 $1.66M 0.58% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,550 $1.65M 0.38% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,538 $1.65M 0.88% +87 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,537 $1.65M 0.02% -77 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,527 $1.64M 0.07% -128 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 3,467 $1.61M 1.23% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,456 $1.61M 0.57% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,437 $1.6M 1.61% -141 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,419 $1.59M 1.63% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,403 $1.58M 0.03% +1,268 13F-HR/A Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,400 $1.58M 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,392 $1.58M 0.05% +417 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,387 $1.58M 1.4% -74 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,387 $1.58M 0.47% +230 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,369 $1.57M 0.32% -214 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,358 $1.56M 0.22% -280 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,347 $1.56M 0.08% -12 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,337 $1.55M +400 Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,333 $1.55M 0.14% -70 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,329 $1.55M 0.15% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,325 $1.55M 0.29% +2 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,321 $1.55M 0.13% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,300 $1.54M 0.03% -49 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,300 $1.54M 0.43% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,319 $1.54M 1.04% +1,767 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,295 $1.53M 0.16% -8 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,295 $1.53M 0.17% -704 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,288 $1.53M 0.18% -71 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,221 $1.53M 0.05% +93 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,285 $1.53M 0.14% +30 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,273 $1.52M 0.48% -145 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,271 $1.52M 0.17% -865 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,269 $1.52M 0.11% -336 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,261 $1.52M 0.03% +1,130 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,785 $1.52M 1.3% +143 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,218 $1.5M 0.29% -225 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,219 $1.5M 0.15% -111 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,215 $1.5M 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,209 $1.49M 0.36% -208 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,204 $1.49M 0.46% +696 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,201 $1.49M 0.14% +2,107 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,195 $1.49M 0.22% -6 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,161 $1.48M 0.06% -85 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,179 $1.48M 0.4% +19 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,177 $1.48M 0.05% -46 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,175 $1.48M 0.32% -172 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,174 $1.48M 0.45% 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,164 $1.47M 0.3% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,160 $1.47M 1.06% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,157 $1.47M 0.07% -2,062 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,151 $1.47M 0.01% +1,558 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,145 $1.46M 0.02% +783 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,130 $1.46M 0.05% +105 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,115 $1.45M 0.03% +195 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 3,082 $1.43M 0.01% 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,078 $1.43M 0.11% +64 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,075 $1.43M 1.13% -35 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,075 $1.43M 0.79% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,766 $1.43M 0.05% +498 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,058 $1.42M 0.2% +572 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,053 $1.42M 0.18% -111 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,052 $1.42M 0.07% +2 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,045 $1.42M 0.11% +86 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,044 $1.42M 0.03% +40 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,037 $1.41M 0.1% +1 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,024 $1.41M 1.01% +200 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,020 $1.41M 0.01% -1,034 13F-HR Timeline Gleason Group, Inc. 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