DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,915 $2.77M 0.15% -359 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,909 $2.77M 0.1% +4,175 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,893 $2.76M 0.06% -34 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,870 $2.74M 0.11% -1,269 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,852 $2.73M +75 Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,848 $2.73M 0.18% +326 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,815 $2.71M 0.09% +438 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,811 $2.71M 0.04% +2,925 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,809 $2.71M 0.63% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,808 $2.71M 0.29% -1,057 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 4,800 $2.7M 0.05% -75 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,794 $2.7M 1.19% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,783 $2.69M 0.3% -6,180 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,768 $2.69M 0.05% -31 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,768 $2.69M 0.4% -250 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,764 $2.68M 1.41% -41 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,722 $2.67M 0.77% +15 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,729 $2.66M 0.18% +12 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,714 $2.66M 0.19% -21 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,685 $2.64M 0.6% +15 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,675 $2.63M 0.31% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,655 $2.62M 0.02% +1,573 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,645 $2.62M 0.07% +1,253 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,628 $2.61M 0.44% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,603 $2.6M 0.11% -144 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,594 $2.59M 2.06% +100 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,558 $2.57M 0.96% -698 13F-HR/A Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,528 $2.55M 0.17% +411 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,516 $2.54M 0.37% -32 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,506 $2.54M 0.37% -29 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,500 $2.53M 0.78% +2,485 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,476 $2.52M 0.16% -350 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,472 $2.52M 0.48% -5 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 4,425 $2.49M 1.16% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,405 $2.48M 0.19% +135 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 4,390 $2.47M 0.07% +605 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,353 $2.45M 0.04% +15 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,342 $2.45M 0.08% +325 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,336 $2.44M 0.29% -602 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,323 $2.44M <0.01% -741 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,319 $2.43M 0.14% +3,713 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,294 $2.42M 0.02% +67 13F-HR Timeline Group BDF-GESTION More: the full row for BDF-GESTION 4,292 $2.42M 0.32% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,289 $2.42M 0.38% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,261 $2.4M 0.07% +308 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,234 $2.39M 0.04% -200 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,222 $2.38M 1.46% -23 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,215 $2.37M 0.24% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,214 $2.37M 0.08% +30 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,197 $2.36M 0.37% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,187 $2.36M 0.07% -214 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,185 $2.36M 0.23% -760 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,169 $2.35M 0.05% +144 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,160 $2.34M 0.23% -916 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,086 $2.33M 0.04% +384 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,134 $2.33M 0.02% -123 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,103 $2.31M 0.32% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,095 $2.31M 0.33% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 4,088 $2.3M 0.61% +2,783 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,072 $2.29M 0.04% +301 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,066 $2.29M 0.87% +125 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,055 $2.28M 0.62% -541 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,055 $2.28M 0.16% -39 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,048 $2.28M 0.04% +903 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,043 $2.28M 0.21% +32 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,039 $2.28M 0.15% +32 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,031 $2.27M 1.22% 0 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 4,003 $2.26M +70 Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,003 $2.26M +78 Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,000 $2.25M 0.12% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,985 $2.24M 0.06% +1,440 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,982 $2.24M 0.3% -109 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,977 $2.24M 0.11% +630 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,966 $2.23M 0.15% +3 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,961 $2.23M 0.16% -363 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,941 $2.22M 1.63% -146 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,940 $2.22M 1.36% +60 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,936 $2.22M 2.49% -371 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,922 $2.21M 0.05% +807 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,913 $2.2M 0.05% -30 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,902 $2.2M 0.05% -64 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,900 $2.2M 0.07% +500 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,899 $2.2M 0.12% +30 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,892 $2.19M 0.19% -30 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,860 $2.17M 0.63% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,844 $2.17M 0.1% -179 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,842 $2.16M 0.48% -68 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,829 $2.16M 0.21% +2,969 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,825 $2.15M 0.03% +77 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,817 $2.15M 0.12% -1,410 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,812 $2.15M 0.11% -4 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,803 $2.14M 0.89% -112 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,799 $2.14M 1.27% -101 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,789 $2.13M 0.04% +489 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,785 $2.13M 0.25% +490 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,752 $2.12M 0.23% +1,557 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 3,746 $2.11M 2.02% -37 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,743 $2.11M 0.28% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,732 $2.1M 0.08% -220 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,732 $2.1M 0.49% +123 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,728 $2.1M 1.43% -160 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,725 $2.1M 0.21% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,714 $2.09M 0.75% +88 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,714 $2.09M 2.04% -209 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,706 $2.09M 0.6% +1,256 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,700 $2.08M 0.65% -25 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 3,700 $2.08M 0.56% -2,000 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,695 $2.08M 0.58% +115 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,676 $2.07M 0.3% -19 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,660 $2.06M 0.17% -132 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,647 $2.05M 1.45% +52 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,632 $2.05M 0.6% +21 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,609 $2.03M 0.06% -70 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,608 $2.03M 0.03% +205 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,605 $2.03M 0.32% -2,261 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,574 $2.01M 0.37% -132 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,555 $2M 0.7% -200 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,550 $2M 0.48% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,548 $2M 0.45% -772 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,536 $1.99M 0.07% -70 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,265 $1.99M 0.06% +44 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,480 $1.96M 0.67% +24 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,477 $1.96M 0.09% +635 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 3,470 $1.95M 0.21% -13,005 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,461 $1.95M 0.25% +408 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,456 $1.95M 1.14% -82 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,449 $1.94M +112 Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,423 $1.93M 0.44% +36 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,416 $1.92M 0.6% +212 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,407 $1.92M 0.43% +609 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,404 $1.92M 0.04% -1,568 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,384 $1.91M 0.06% +254 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,371 $1.9M 1.88% -66 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,358 $1.89M 0.22% +70 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,358 $1.89M 0.27% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,335 $1.88M 0.18% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,329 $1.88M 0.18% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,327 $1.87M 0.33% +2 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,324 $1.87M 0.38% -45 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,310 $1.86M 0.14% +1,833 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,301 $1.86M 0.04% +40 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,286 $1.86M 0.04% +989 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,282 $1.85M 0.34% -479 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,276 $1.84M 0.13% +7 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,274 $1.84M 0.18% -59 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,270 $1.84M 0.31% -4,002 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,252 $1.83M 0.06% -12,669 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,251 $1.83M 0.81% -5,860 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,239 $1.82M 0.16% -46 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,221 $1.81M 0.58% -52 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,220 $1.81M 0.56% +45 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,215 $1.81M 0.08% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,215 $1.81M 0.2% -4 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,202 $1.8M 0.17% +1 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,201 $1.8M 0.26% +6 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,191 $1.8M 0.55% +17 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,184 $1.79M 0.2% -87 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,160 $1.78M 1.33% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,150 $1.77M 0.22% -24 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,147 $1.77M 0.18% -148 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,119 $1.76M 0.1% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,098 $1.74M 0.04% +654 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,097 $1.74M 0.41% -112 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,094 $1.74M 0.13% +16 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 3,080 $1.73M 0.62% +40 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,075 $1.73M 0.88% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,718 $1.73M 0.27% -161 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,090 $1.73M 0.11% +106 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,050 $1.72M 0.09% -2 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,050 $1.72M 1.33% -25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,044 $1.71M 0.02% -493 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,031 $1.71M 0.03% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,022 $1.7M 0.04% -22 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,046 $1.7M 0.15% -275 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,009 $1.69M 1.21% -15 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,000 $1.69M 0.87% 0 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,998 $1.69M 0.1% +22 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 2,975 $1.68M 0.03% -600 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,965 $1.67M 0.01% -1,375 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,959 $1.67M 0.03% -41 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,959 $1.67M 0.57% +19 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,951 $1.66M 0.01% -69 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,950 $1.66M 0.05% -976 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,945 $1.66M 0.21% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,922 $1.66M 0.09% +64 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,943 $1.66M 0.16% -69 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,939 $1.66M 0.22% -10 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,933 $1.65M 0.26% -2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,731 $1.65M 0.2% +144 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,663 $1.65M 1.43% -122 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,873 $1.64M 0.12% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,909 $1.64M 0.09% -618 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,908 $1.64M 1.26% +62 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,890 $1.63M 0.32% -15 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,888 $1.63M 0.87% -72 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,875 $1.62M 0.19% -25 13F-HR Timeline Mission Creek Capital Partners, Inc. 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