Apella Capital, LLC More: the full row for Apella Capital, LLC 4,835 $1.45M 0.03% +605 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,817 $1.45M 0.31% -15 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,814 $1.45M 0.21% +205 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,812 $1.45M 0.6% +45 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,809 $1.45M 0.15% -90 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,637 $1.45M 0.24% +2,082 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,797 $1.44M 0.55% -71 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,789 $1.44M 0.69% +78 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,787 $1.44M 0.08% -65 13F-HR Timeline Group NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 4,765 $1.43M 0.05% -9,204 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,760 $1.43M 0.16% +780 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,756 $1.43M 0.24% +396 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,756 $1.43M 0.25% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 4,756 $1.43M 0.83% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,753 $1.43M 0.09% -89 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,742 $1.43M 0.62% -23 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,737 $1.42M 0.05% -27 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,735 $1.42M 0.12% +8 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,713 $1.42M 0.08% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,704 $1.42M 0.19% -112 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,703 $1.41M 0.15% -6 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,693 $1.41M 0.42% +5 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,688 $1.41M 0.05% +52 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,676 $1.41M 0.35% -195 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,672 $1.41M 0.28% +2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,670 $1.4M 0.07% +41 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,668 $1.4M 0.25% +126 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,660 $1.4M 0.18% +971 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,647 $1.4M 0.08% +141 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,648 $1.4M 0.39% +311 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,645 $1.4M 0.48% -44 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,641 $1.4M 0.43% +1,408 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,632 $1.39M 0.2% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,626 $1.39M 0.11% -32 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,618 $1.39M 0.07% +701 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,613 $1.39M 0.09% -32 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,606 $1.39M 0.25% +787 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,593 $1.38M 0.14% -1,704 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,576 $1.38M 0.59% +1,776 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,576 $1.38M 0.52% -1,101 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,569 $1.37M 0.26% -9 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,568 $1.37M 0.14% +1,800 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,563 $1.37M 0.08% +177 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,562 $1.37M 0.12% +7 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,555 $1.37M 0.03% +1,377 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,555 $1.37M 0.19% -317 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,585 $1.36M 0.18% +29 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,523 $1.36M 0.09% +269 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,483 $1.35M 0.03% -757 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,444 $1.34M 0.07% -2,104 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,442 $1.34M 0.77% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,377 $1.34M 0.28% -795 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,427 $1.33M 0.05% +3,190 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,417 $1.33M 0.2% -374 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,402 $1.32M 0.36% -1,563 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 4,393 $1.32M 0.01% -662 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,390 $1.32M 0.67% -277 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,378 $1.32M 0.05% +550 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,377 $1.32M 0.17% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,357 $1.31M 0.94% -4 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,341 $1.31M 0.23% -32 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,339 $1.31M 0.23% new 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,335 $1.3M 0.09% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,327 $1.3M 0.17% -195 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,321 $1.3M 0.02% +186 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,313 $1.3M 0.43% +1,721 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,309 $1.3M 0.08% +684 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,302 $1.29M 0.95% +19 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,300 $1.29M 0.45% -268 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,299 $1.29M 0.09% +255 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,294 $1.29M 0.1% -134 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,293 $1.29M 0.37% -28 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,282 $1.29M 0.12% -43 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,282 $1.29M 0.59% -68 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,278 $1.29M 0.33% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,264 $1.28M 0.17% -593 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,262 $1.28M 0.25% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,243 $1.28M 0.04% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 4,239 $1.28M 0.25% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,234 $1.27M 0.1% +766 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,229 $1.27M 0.09% +1,735 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,222 $1.27M 0.58% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,219 $1.27M 0.03% +1,051 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,200 $1.26M 0.72% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,199 $1.26M 0.06% +382 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,199 $1.26M 0.28% +228 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,190 $1.26M 0.98% +1,715 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,184 $1.26M 0.29% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,167 $1.25M 0.03% +95 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,163 $1.25M 0.21% +3 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,157 $1.25M 0.04% -505 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,155 $1.25M 0.54% +97 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 4,147 $1.25M 0.72% +65 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,136 $1.24M 0.1% +2,619 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,117 $1.24M 0.09% -83 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,103 $1.24M 0.04% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,089 $1.23M 0.11% +1,430 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,083 $1.23M 0.06% +2,001 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,024 $1.23M 0.09% +66 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,082 $1.23M 0.1% -42 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,076 $1.23M 0.03% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,074 $1.23M 0.12% +3,839 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,052 $1.22M 0.09% +337 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,048 $1.22M 0.68% -12 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,047 $1.22M 0.94% -170 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,041 $1.22M 0.51% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,036 $1.21M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,033 $1.21M 0.11% +518 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,019 $1.21M 0.84% +987 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,017 $1.21M 0.06% +469 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,008 $1.21M 0.22% +15 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,121 $1.2M 0.33% +12,360 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 3,982 $1.2M 0.51% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,986 $1.2M 0.05% -940 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,986 $1.2M 0.17% +30 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,983 $1.2M 0.11% +107 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,975 $1.2M 0.08% -35 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,969 $1.19M 0.08% -226 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,969 $1.19M 0.07% +177 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,953 $1.19M 0.08% -181 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,936 $1.18M 0.54% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,933 $1.18M 0.09% new 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,925 $1.18M 0.1% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,923 $1.18M 0.24% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,912 $1.18M 0.23% +979 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,900 $1.17M 0.18% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,888 $1.17M 0.03% +17 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,885 $1.17M 0.5% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,880 $1.17M 0.86% -925 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 3,875 $1.17M 0.38% -64 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,873 $1.16M 0.08% +82 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,868 $1.16M 0.15% -781 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,859 $1.16M 0.66% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,855 $1.16M 0.22% +744 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,830 $1.15M 0.41% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,827 $1.15M 0.08% +20 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,835 $1.15M 0.15% +123 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,825 $1.15M 0.68% -400 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,822 $1.15M 0.11% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,815 $1.15M 0.12% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,823 $1.15M 0.4% +114 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,806 $1.14M 0.47% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,802 $1.14M 0.42% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,794 $1.14M 0.13% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,786 $1.14M 0.17% -9,926 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,779 $1.14M 0.28% -506 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,784 $1.14M 0.38% -123 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,780 $1.14M 0.05% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,776 $1.14M 0.31% -23 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,766 $1.13M 0.09% +139 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,750 $1.13M 0.04% +10 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,750 $1.13M 0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,742 $1.13M 0.08% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 3,733 $1.12M 0.71% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,729 $1.12M 0.07% -103 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,729 $1.12M 0.33% -200 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,729 $1.12M 0.93% +359 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,726 $1.12M 0.41% -68 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,720 $1.12M 0.11% +101 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,719 $1.12M 0.32% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,718 $1.12M 0.32% +25 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,701 $1.11M 0.26% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,705 $1.11M 0.21% -167 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,697 $1.11M 0.11% +398 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,691 $1.11M 0.29% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,690 $1.11M 0.09% -676 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 3,747 $1.11M 0.01% new 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,685 $1.11M 1.44% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,679 $1.11M 0.17% +1,569 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,671 $1.1M 0.23% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,671 $1.1M 0.16% +1,930 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,669 $1.1M 0.16% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,662 $1.1M 0.02% -7 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,650 $1.1M 0.21% +650 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,649 $1.1M 0.06% -16 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,644 $1.1M 0.02% -109 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,637 $1.09M 0.11% +578 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,637 $1.09M 0.4% -29 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,636 $1.09M 0.05% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 3,625 $1.09M 0.74% -1,190 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,621 $1.09M 0.25% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,616 $1.09M 0.09% +117 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,615 $1.09M 0.19% +1,601 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,609 $1.09M 0.12% +263 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,604 $1.08M 0.18% +679 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,597 $1.08M 0.55% -3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,586 $1.08M 0.07% -227 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,581 $1.08M 0.02% +25 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. 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