Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 52,195 $2.79M 0.04% +236 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 51,707 $2.78M 2.4% +51,323 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 52,101 $2.78M 0.03% 0 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 51,825 $2.77M 0.13% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 51,787 $2.77M 0.02% +11,274 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 50,993 $2.76M 0.07% +559 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 51,539 $2.75M 0.15% -454,237 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 51,265 $2.74M 0.71% +292 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 51,167 $2.73M 0.28% -447 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 51,005 $2.72M 0.02% +20,000 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 50,947 $2.72M 1.85% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 50,544 $2.7M 1.97% +22,194 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 50,382 $2.69M 0.18% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 50,376 $2.69M 0.14% -35,422 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 48,577 $2.59M 0.09% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 48,014 $2.56M 0.05% +113 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 47,873 $2.56M 0.02% -22,848 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 47,391 $2.53M 0.06% +655 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 47,365 $2.53M 0.34% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 47,160 $2.52M 0.04% -1,361 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 46,546 $2.49M 0.04% -1,330 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 46,022 $2.46M 0.01% -547 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 45,939 $2.45M 1.11% -1,514 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 45,806 $2.45M 0.09% +577 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 45,729 $2.44M 0.21% -4,774 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 45,423 $2.43M 0.01% 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 50,118 $2.42M 1.06% +110 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 45,335 $2.42M 0.01% -200 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 42,860 $2.4M 0.64% +1,973 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 44,723 $2.39M 0.12% -1,585 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 43,894 $2.34M 0.05% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 43,793 $2.34M 1.07% +11,963 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 43,784 $2.34M 1.97% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 43,778 $2.34M 0.09% -7,466 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 43,614 $2.33M 0.02% +669 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 43,605 $2.33M 1.05% -1,296 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 43,445 $2.32M 1.07% +1,520 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 43,422 $2.32M 0.13% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 43,018 $2.3M 1.45% +2,810 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 43,005 $2.3M 0.12% +4,811 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 42,976 $2.29M 1.69% +4,467 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 42,790 $2.28M 1.3% +561 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. 42,771 $2.28M 0.04% -42,516 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 42,730 $2.28M 0.7% -1,607 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 42,439 $2.27M 0.55% -277 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 42,112 $2.25M <0.01% -2,202 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 42,083 $2.25M 0.54% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 41,750 $2.23M 0.12% -324 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 41,655 $2.22M 1.01% +4,571 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 41,482 $2.22M 0.28% -5,150 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 41,438 $2.21M 0.65% -7 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 41,293 $2.21M 0.3% +24,379 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 41,104 $2.19M 0.01% +5,536 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 41,100 $2.19M 0.07% -650 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 41,005 $2.19M 0.3% +1,045 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40,802 $2.18M 0.15% +3,516 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 40,500 $2.16M 0.06% +1,062 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 39,463 $2.16M 0.05% -4,935 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 40,400 $2.16M 0.45% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 40,152 $2.14M 1.02% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 40,151 $2.14M 0.42% +22 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 39,966 $2.13M 0.94% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 39,909 $2.13M <0.01% -3,378 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 39,720 $2.12M 1.6% -73 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 39,647 $2.12M 1.81% +2,631 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 39,576 $2.11M 0.06% -49,150 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 39,502 $2.11M 0.16% +5,754 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 39,420 $2.11M 0.02% -25,736 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 39,267 $2.1M 0.01% +778 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 38,605 $2.09M 0.93% -630 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,180 $2.09M 0.11% +162 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 39,179 $2.09M 1.12% +34,086 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 32,682 $2.09M 0.08% +22,644 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 39,085 $2.09M 0.26% -1,425 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,000 $2.08M 0.08% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 38,878 $2.08M 0.03% -170 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 38,779 $2.07M 0.24% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 38,537 $2.06M 6.09% -1,161 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 38,499 $2.06M 1.36% -11,995 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 38,449 $2.05M 0.04% +5,902 13F-HR Timeline Group CROBAN More: the full row for CROBAN 38,337 $2.05M 1.36% +10,969 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 38,286 $2.04M 0.45% -10,722 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 38,113 $2.04M 1.84% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 38,095 $2.03M 0.18% -1,273 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 38,084 $2.03M 0.32% -3,581 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37,933 $2.03M 0.06% -36 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 37,867 $2.02M 0.09% -14 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 37,738 $2.02M 0.03% +715 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 35,898 $1.99M 0.84% -30,498 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 37,236 $1.99M 0.08% -522 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 36,952 $1.97M 0.31% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 36,929 $1.97M 0.06% -195 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 36,844 $1.97M 0.67% +20,311 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 36,774 $1.96M 0.01% -7,111 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 36,726 $1.96M 0.15% -136 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 36,625 $1.96M 0.13% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 36,569 $1.95M 0.03% +907 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 36,440 $1.95M 1.05% -47,297 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 36,420 $1.94M 3.23% -82,580 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,295 $1.94M 0.03% -634 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 36,124 $1.93M 0.07% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 35,972 $1.92M 0.03% -185 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35,863 $1.92M 0.18% +1,229 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 35,775 $1.91M 0.73% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 35,660 $1.9M 0.14% -6,500 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,645 $1.9M 0.09% -102 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 35,222 $1.88M 0.38% -3,364 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,865 $1.86M 0.02% -946 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 34,673 $1.85M 0.06% +3,434 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 34,507 $1.84M 0.62% +7 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 34,485 $1.84M 0.35% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 27,200 $1.84M 0.33% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 34,374 $1.84M 0.4% -949 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 34,322 $1.83M 0.39% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 34,210 $1.83M 0.21% -1,181 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 34,039 $1.82M 0.54% -500 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 33,980 $1.81M 0.36% -1,127 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 33,874 $1.81M 0.02% -2,364 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 33,281 $1.78M 0.45% -1,944 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 33,184 $1.77M 0.69% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 33,183 $1.77M 0.12% -10,593 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 32,381 $1.73M 0.24% new 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 32,354 $1.73M 0.94% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 32,114 $1.71M 0.14% +1,181 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 31,993 $1.71M 0.4% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 31,934 $1.71M 0.02% -4,042 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31,665 $1.69M 0.1% -32 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 31,433 $1.68M 0.17% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 31,311 $1.67M 0.1% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 31,134 $1.66M 0.07% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 31,087 $1.66M 0.13% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 31,069 $1.66M 0.13% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 30,957 $1.65M 0.63% -160 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 30,925 $1.65M 0.63% -1,600 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 30,854 $1.65M 0.09% -4,292 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 30,633 $1.64M 0.1% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 30,618 $1.64M 0.55% -405 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 30,516 $1.63M 0.04% -797 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,482 $1.63M 0.03% +335 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 30,424 $1.62M 0.02% +113 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 30,414 $1.62M 0.03% +22 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 30,409 $1.62M 0.16% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 30,297 $1.62M 0.49% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 30,132 $1.61M 0.28% +88 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30,000 $1.6M 0.06% -2,540 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 29,814 $1.59M 0.61% +10,931 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 29,743 $1.59M 0.24% +10,827 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,112 $1.59M <0.01% +7,154 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 29,579 $1.58M <0.01% -358,213 13F-HR Timeline Group Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 29,363 $1.57M 0.42% -720 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 29,310 $1.57M 0.97% +330 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28,704 $1.53M 0.67% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 28,593 $1.53M 0.09% -56 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 28,428 $1.52M 0.04% +1,944 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 27,891 $1.49M 0.07% +332 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 27,531 $1.47M 1.19% +55 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,494 $1.47M 0.06% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 27,127 $1.45M 0.49% -18 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 27,034 $1.44M 0.03% -27,070 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 26,947 $1.44M 0.24% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 26,836 $1.43M 0.05% -115 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 26,832 $1.43M 0.95% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 26,378 $1.41M 0.33% -5,265 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 26,374 $1.41M 0.65% -400 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 26,355 $1.41M 0.28% -9,278 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 26,063 $1.4M <0.01% -2,619 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 26,180 $1.4M 0.15% -567 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 26,160 $1.4M 0.33% -143 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 26,000 $1.39M 0.12% 0 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 25,829 $1.38M 0.11% -202 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 25,726 $1.37M 0.47% -602 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 25,644 $1.37M 0.23% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 25,623 $1.37M 0.12% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 25,557 $1.36M 0.07% -1,000 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,500 $1.36M 0.08% +173 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 25,487 $1.36M 0.13% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 25,463 $1.36M 0.39% -383 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 25,328 $1.35M 0.1% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 25,280 $1.35M 0.1% +633 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 25,104 $1.34M 0.02% +1,625 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 24,850 $1.33M 0.38% +1,683 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 24,779 $1.32M 0.3% +1,115 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 24,770 $1.32M 0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 24,750 $1.32M 0.13% +1,847 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 24,687 $1.32M 1.11% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 24,680 $1.32M 0.04% +22,589 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,601 $1.31M 0.06% +430 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 24,361 $1.3M 2.42% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,360 $1.3M 0.03% +633 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24,343 $1.3M 0.03% -1,291 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 24,133 $1.29M 0.81% -213 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 24,131 $1.29M 0.1% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 24,127 $1.29M 0.07% +239 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 23,951 $1.28M 0.13% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 23,842 $1.27M 0.04% +893 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 23,800 $1.27M 0.13% -300 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 23,782 $1.27M 0.02% +2,513 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 23,643 $1.26M 0.36% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 23,641 $1.26M 0.46% +1,502 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,624 $1.26M 0.02% +764 13F-HR Timeline