Brown Financial Advisors More: the full row for Brown Financial Advisors 3,879 $1.08M 0.38% -619 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,878 $1.08M 0.08% +266 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,843 $1.07M 0.12% +9 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,824 $1.07M 0.03% +550 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 3,820 $1.06M 0.86% 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,814 $1.06M 0.6% +6 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,803 $1.06M 0.02% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,730 $1.04M 0.3% +125 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,723 $1.04M 0.2% +31 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,701 $1.03M 0.01% -4,551 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,652 $1.02M 0.1% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,612 $1.01M 0.02% -1,658 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,600 $1M 0.02% 0 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,594 $1M 0.05% +1 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,576 $999K 0.17% +70 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,579 $997K 0.06% +69 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,569 $994K 0.01% +790 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,563 $993K 0.02% -260 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,558 $991K 0.01% -520 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,553 $990K 0.05% +67 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,600 $987K 0.03% +179 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,496 $974K 0.01% -175 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,346 $974K 0.14% +288 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,492 $973K 0.42% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,468 $966K 0.13% -61 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,434 $957K 0.02% +700 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,408 $950K 0.06% -443 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,400 $947K 0.47% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,397 $946K 0.02% +510 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,393 $945K 0.14% -160 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,373 $942K 0.02% -573 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,375 $940K 0.33% -151 13F-HR Timeline Koshinski Asset Management, Inc. 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Inc More: the full row for O'Brien Greene & Co. Inc 3,194 $890K 0.25% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,177 $885K 0.06% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,170 $883K 0.11% -1,476 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,165 $882K 0.01% +1,561 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,144 $876K 0.41% +1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,143 $876K 0.05% +355 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,127 $871K 0.02% -369 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,107 $866K <0.01% -5 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,084 $859K 0.03% +62 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,081 $858K 0.01% -323 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,074 $856K 0.39% -2,023 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,068 $855K 0.04% -376 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,059 $852K 0.07% +18 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,054 $851K 0.11% -62 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,023 $842K 0.03% +7 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,016 $840K 0.31% -36 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,015 $840K 0.08% +1,445 13F-HR Timeline Group Everhart Financial Group, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 2,952 $822K 0.01% +46 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,943 $820K 0.03% +1,612 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,938 $819K 0.04% +853 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,926 $815K 0.02% -65 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,925 $815K 0.22% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,913 $813K 0.01% -880 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,076 $810K 0.02% -599 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,899 $808K 0.01% +16 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,879 $802K 0.03% +159 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,877 $801K 0.07% +1,463 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,859 $797K 0.12% +39 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,848 $794K 0.31% +2 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,840 $791K 0.04% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,831 $789K 0.11% -207 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,830 $789K 0.03% -110 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,823 $786K 0.04% -408 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,819 $785K 0.17% -10 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,812 $783K 0.01% +134 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,810 $783K 0.01% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,799 $780K 0.39% +49 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,794 $778K 0.03% -2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,793 $778K 0.29% -73 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 2,792 $778K 0.31% -2,000 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,783 $775K 0.01% +140 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,777 $774K 0.01% +661 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,771 $772K 0.17% -37 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,751 $766K 0.52% +6 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,735 $762K 0.16% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,734 $762K 0.05% +276 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,727 $760K 0.61% +65 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,710 $757K 0.01% -816 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 2,713 $756K 0.05% -302 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,706 $754K 0.18% -111 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,683 $748K 0.01% -348 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,682 $747K 0.22% -231 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,676 $746K 0.02% -78 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,650 $739K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,628 $732K 0.01% -406 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,627 $732K 0.26% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,616 $729K 0.01% +383 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,613 $728K 0.06% -37 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,610 $727K 0.02% 0 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,602 $725K 0.02% -176 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,589 $721K 0.02% -2,330 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,582 $719K 0.05% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,572 $717K 0.01% -859 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,569 $716K 0.26% +175 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,559 $713K 0.43% +50 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,548 $710K 0.19% -36 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,546 $709K 0.02% -1,447 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,545 $709K 0.01% +2 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,544 $709K 0.13% +39 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,510 $699K 0.31% 0 13F-HR Timeline Westerkirk Capital Inc. 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More: the full row for TigerOak Management, L.L.C. 2,459 $685K 0.19% -1 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,454 $684K 0.02% -241 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,442 $680K 0.03% -177 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,433 $678K 0.51% -2 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,433 $678K 0.19% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,430 $677K 0.29% 0 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 2,429 $677K 0.03% +235 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,424 $675K 0.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,418 $674K <0.01% +397 13F-HR Timeline Bradyco, Inc. 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Beadell Investment Counsel, Inc. 2,375 $661K 0.42% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,472 $658K 0.11% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,357 $657K 0.07% +6 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,348 $654K 0.02% +838 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,345 $654K 0.09% -50 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,338 $652K 0.01% +271 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,332 $650K 0.09% -223 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,324 $649K 0.09% +57 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,326 $648K <0.01% -276 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,320 $646K 0.38% -388 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,316 $645K 0.23% +196 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,286 $639K 0.02% -100 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,292 $638K 0.28% +142 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,287 $637K 0.03% +200 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,245 $625K 0.04% -42 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,243 $625K 0.05% -652 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,234 $622K 0.24% -2 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,228 $621K 0.01% +32 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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