Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,925 $1.04M 0.03% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,918 $1.04M 0.01% -688 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,909 $1.04M 0.51% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,894 $1.04M 0.03% -949 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 3,865 $1.03M 0.97% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,851 $1.02M 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,834 $1.02M 0.13% +707 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,823 $1.02M 0.02% -944 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,815 $1.01M 0.07% +14 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,808 $1.01M 0.66% +182 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,793 $1.01M 0.02% +18 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,725 $991K 0.06% -536 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,675 $988K 0.02% +370 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,715 $988K 0.04% new 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,706 $986K 0.71% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,692 $982K 0.22% +675 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,674 $977K 0.01% -6,097 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,671 $977K 0.01% -373 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,656 $973K 0.21% +317 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,625 $964K 0.41% +64 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,623 $964K 0.1% +128 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,612 $961K 0.08% -150 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,605 $959K 0.3% -21 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,652 $959K 0.14% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,601 $958K 0.02% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,600 $958K 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 3,593 $956K 0.06% -75 13F-HR Timeline Group Everhart Financial Group, Inc. 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More: the full row for Phoenix Financial Ltd. 3,526 $939K 0.01% -1,351 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,529 $939K 0.14% -99 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,526 $938K 0.35% +14 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,421 $936K 0.03% +167 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,506 $935K 0.17% -32 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,510 $934K 0.04% +137 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,507 $933K 0.18% +57 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,500 $931K 0.01% -3,000 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,496 $930K 0.02% +23 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,486 $927K 0.06% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,444 $916K 0.05% -110 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,436 $914K 0.05% -196 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,436 $914K 0.03% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,431 $913K 0.02% +1,552 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,404 $906K 0.01% +714 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,359 $894K 0.01% -34 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,326 $885K 0.18% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,321 $884K 0.1% +2 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,309 $880K 0.05% +168 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,274 $871K 0.02% +2,025 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,231 $859K 0.05% +152 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,209 $854K 0.3% +130 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,200 $851K 0.41% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 3,194 $850K 0.24% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,189 $848K 0.36% +140 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,177 $845K 0.07% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,143 $836K 0.45% +1 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,116 $829K 0.12% -497 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,112 $828K <0.01% +107 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,110 $827K 0.04% +80 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,103 $825K 0.03% -376 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 3,090 $822K 0.64% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,082 $820K 0.08% +784 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,058 $813K 0.1% +197 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,052 $812K 0.33% -909 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,041 $809K 0.08% -499 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,038 $808K 0.17% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,027 $807K 0.02% -284 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,034 $807K 0.01% -200 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,031 $806K 0.01% +169 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,029 $806K 0.12% +921 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,022 $804K 0.03% -111 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,015 $802K 0.05% +345 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,016 $802K 0.02% +7 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,006 $800K 0.27% -71 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $798K 0.14% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,991 $796K 0.02% -1,163 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,963 $788K 0.19% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,940 $782K 0.03% -53 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,933 $780K 0.18% +394 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,926 $778K 0.02% +261 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,925 $778K 0.24% -730 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,913 $775K 0.27% +23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,906 $773K 0.01% +1,171 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,895 $770K 0.07% +203 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,887 $768K 0.02% +9 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,886 $768K 0.07% -2,420 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,883 $767K 0.02% +13 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,883 $767K 0.01% -1,055 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,866 $762K 0.31% -107 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,849 $758K 0.05% +481 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,846 $757K 0.36% +1 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,840 $755K 0.05% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,838 $755K 0.59% +1,631 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,829 $753K 0.19% 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,820 $750K 0.12% +614 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,786 $750K 0.02% -569 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,817 $749K 0.2% +355 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,810 $748K 0.01% +178 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,808 $747K 0.19% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,796 $744K 0.03% +2 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,788 $742K 0.05% -554 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,779 $739K 0.01% +6 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,778 $739K 0.02% +911 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,750 $731K 0.42% -204 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,745 $730K 0.54% +5 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,734 $727K 0.02% +94 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,731 $727K 0.24% -143 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,731 $727K 0.41% +14 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,720 $724K 0.03% +147 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,708 $720K 0.5% -303 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,695 $717K 0.02% +50 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,678 $712K 0.02% +609 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,662 $708K 0.64% +30 13F-HR Timeline AXA S.A. in group AXA S.A. 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More: the full row for Waterloo Capital, L.P. 2,659 $707K 0.05% -24 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,650 $705K 0.09% +82 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,643 $703K 0.01% -105 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,627 $699K 0.29% -400 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,619 $697K 0.04% -12 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,610 $694K 0.03% -7 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,754 $693K 0.02% +348 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,602 $692K <0.01% +276 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,593 $690K 0.05% -209 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,584 $687K 0.2% -1,060 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,582 $687K 0.05% -33 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,565 $682K 0.05% +33 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,555 $680K 0.1% -45 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,550 $678K +968 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,543 $676K 0.01% -6 13F-HR/A Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,510 $668K 0.35% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,509 $667K 0.44% -17 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,505 $666K 0.15% +102 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,435 $665K 0.02% +26 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,495 $664K 0.05% -332 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,472 $658K 0.11% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,435 $656K 0.6% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,460 $654K 0.21% -11 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,458 $654K 0.05% -20 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,457 $654K 0.05% -529 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,433 $652K 0.21% +246 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,432 $647K 0.03% +17 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,365 $647K 0.18% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,430 $646K 0.32% 0 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,424 $645K 0.04% 0 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 2,411 $643K 0.32% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,411 $641K 0.43% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,400 $638K 0.19% +209 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,395 $637K 0.1% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 2,394 $637K 0.26% +114 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,393 $637K -2,048 Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,386 $636K 0.03% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,384 $636K 0.03% +122 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,387 $635K 0.19% +1,469 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,387 $635K 0.25% 13F-HR/A Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,375 $631K 0.4% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,351 $625K 0.08% -1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,349 $625K 0.01% +74 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,328 $619K 0.04% -266 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,315 $616K 0.01% -11 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 2,300 $614K 0.41% -521 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,287 $608K 0.04% -65 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,286 $606K 0.06% +94 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,267 $605K 0.08% +72 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,248 $598K 0.33% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,236 $595K 0.26% -433 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,236 $595K 0.01% +62 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,233 $594K 0.01% +181 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,233 $594K 0.48% +206 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,201 $586K 0.01% +225 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,201 $585K 0.01% +27 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,199 $585K 0.03% -1,424 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,196 $584K 0.01% -162 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,196 $584K 0.21% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,195 $584K 0.4% +4 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 2,194 $584K 0.02% 0 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,177 $579K 0.04% +118 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,158 $574K 0.03% -16 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,150 $572K 0.01% +107 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,150 $572K 0.28% +180 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 2,149 $572K 0.3% -32 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,148 $571K 0.03% +56 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,141 $570K 0.06% -280 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,120 $564K 0.23% -449 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,120 $564K 0.03% +8 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,116 $563K 0.01% +15 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,105 $560K 0.07% -15 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,127 $558K 0.04% -179 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,097 $558K 0.02% -37 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,095 $557K 0.23% +5 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,093 $557K 0.04% +301 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,087 $555K 0.03% +1,055 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,085 $555K 0.03% +991 13F-HR Timeline Geneos Wealth Management Inc. 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