Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 15,866 $1.95M 0.12% +93 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 15,790 $1.94M 0.05% +102 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 15,720 $1.93M 1.16% +48 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 15,683 $1.92M 0.22% -230 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 15,594 $1.91M 0.11% +13,041 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,581 $1.91M 0.13% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,290 $1.9M 0.11% +216 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,515 $1.9M 0.09% -451 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,491 $1.9M 0.16% +1,412 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 15,433 $1.89M 1.37% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,382 $1.89M 0.09% -437 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15,366 $1.89M 0.03% -610 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 15,241 $1.87M 0.24% -910 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 15,189 $1.86M 0.06% +485 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,106 $1.85M 0.15% +205 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 15,104 $1.85M 0.94% +168 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 14,979 $1.84M 0.33% -325 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 14,910 $1.83M 0.01% +5,790 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,897 $1.83M 0.13% +3,680 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 14,883 $1.83M 0.63% +1,635 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 14,702 $1.8M 1.02% -40 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 14,700 $1.8M 0.44% -6,300 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 14,693 $1.8M 0.06% -1,776 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14,663 $1.8M 0.1% +5,695 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,239 $1.8M 0.1% -935 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,635 $1.8M 0.05% -10,135 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,526 $1.78M 0.03% +1,155 13F-HR/A Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 14,396 $1.77M 0.52% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,373 $1.76M 0.06% +5,573 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 14,963 $1.76M 1.1% +128 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 14,334 $1.76M 1.22% +1,215 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 14,244 $1.75M 0.69% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 14,242 $1.75M <0.01% -4,174 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,181 $1.74M 0.06% -11,345 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 14,140 $1.74M 0.52% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 14,121 $1.73M 0.13% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,100 $1.73M 0.19% new 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 14,071 $1.73M 0.4% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 14,057 $1.73M 0.24% -66 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 14,000 $1.72M 0.16% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 14,125 $1.71M 0.25% +7,074 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 13,917 $1.71M 0.87% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,826 $1.7M 0.12% -517 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,822 $1.7M 0.14% +536 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 13,803 $1.69M 0.42% +3,099 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 13,794 $1.69M 0.42% +3,980 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,778 $1.69M 0.09% -301 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,757 $1.69M 0.02% +125 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 13,725 $1.68M 0.83% -188 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,636 $1.67M 0.22% -489 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13,494 $1.66M 0.11% +10,256 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 13,211 $1.65M 0.09% 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,440 $1.65M 0.17% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,431 $1.65M 0.11% -2,277 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 13,386 $1.64M 1.01% -72 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 13,346 $1.64M 1.09% -540 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,300 $1.63M 1.17% +3,300 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 13,281 $1.63M 0.21% +2,194 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,234 $1.62M 0.04% +107 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 13,219 $1.62M 0.9% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,205 $1.62M 0.03% +283 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,133 $1.61M 0.22% -427 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,105 $1.61M 0.09% +1,018 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 12,978 $1.59M 0.11% -11,360 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 12,910 $1.58M 0.05% +1,028 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,828 $1.57M 0.13% -168 13F-HR Timeline Group DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 12,783 $1.57M 1.97% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 12,776 $1.57M 0.27% +1,499 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,689 $1.56M 0.03% -125 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,860 $1.56M 0.2% -197 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 12,676 $1.56M +910 Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,642 $1.55M 0.06% -27 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,613 $1.55M 0.01% -1,173 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,553 $1.54M 0.04% +18 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,499 $1.53M 0.15% -5,037 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,486 $1.53M 0.15% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 12,471 $1.53M 0.51% +106 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,440 $1.53M 0.24% -653 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 12,379 $1.52M 0.25% +231 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,362 $1.52M 0.36% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 12,332 $1.51M 0.23% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,282 $1.51M 0.07% +1,306 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 12,273 $1.51M 0.82% -1,935 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,124 $1.49M 0.02% +963 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,102 $1.49M 0.31% -312 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,019 $1.48M 0.21% -113 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,985 $1.47M 0.06% -115 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 11,943 $1.47M 0.82% -64 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,939 $1.47M -41 Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,836 $1.45M 0.18% -1,087 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,788 $1.45M 0.79% +6,780 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,787 $1.45M 0.41% +3,279 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 11,785 $1.45M 0.68% +637 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 11,746 $1.44M 0.37% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 11,700 $1.44M 0.63% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,604 $1.42M 0.1% +163 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 14,129 $1.42M 0.02% +6,810 13F-HR Timeline Life Cycle Investment Partners Ltd More: the full row for Life Cycle Investment Partners Ltd 11,553 $1.42M 0.01% 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 11,536 $1.42M 0.4% -86 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,530 $1.42M 1.22% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,508 $1.41M 0.09% +216 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,440 $1.4M 0.36% -40 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 11,411 $1.4M 0.07% -1,191 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 11,361 $1.39M 0.44% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11,329 $1.39M 0.53% +467 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,316 $1.39M 0.56% -8 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,093 $1.39M 0.2% -30 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,294 $1.39M 0.07% +853 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 11,275 $1.38M 0.06% +1,230 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 11,272 $1.38M 0.51% -817 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,204 $1.38M 0.08% +577 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 11,197 $1.37M 0.17% +2,249 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,174 $1.37M 0.4% -686 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,155 $1.37M 0.08% -1,806 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,066 $1.36M 0.05% +1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,054 $1.36M 0.05% +500 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,036 $1.35M 0.02% +1,923 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,002 $1.35M 0.03% +2,606 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,975 $1.35M 0.02% -2,625 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 10,909 $1.34M 0.16% 0 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 10,860 $1.33M 0.52% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,854 $1.33M 0.16% -19 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 10,805 $1.33M 0.04% -4,270 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,770 $1.32M +1,133 Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 10,744 $1.32M 0.35% -740 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,738 $1.32M 0.27% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,708 $1.31M 0.03% -423 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,683 $1.31M 0.27% +1,675 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,647 $1.31M 0.25% -257 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 10,604 $1.3M 0.81% +3,024 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,569 $1.3M 0.09% -655 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,515 $1.29M 0.1% +52 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,470 $1.29M 0.01% +1,078 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,456 $1.28M 0.02% -119,988 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,448 $1.28M 0.32% -484 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,007 $1.28M 0.2% +1,075 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,375 $1.27M 0.28% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,336 $1.27M +799 Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,357 $1.27M 0.55% -10,237 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,323 $1.27M 0.08% -500 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,230 $1.26M 0.02% +15 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,197 $1.25M 0.01% +1,172 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,200 $1.25M 0.44% -130 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,178 $1.25M 0.03% +74 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 10,164 $1.25M 0.26% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,139 $1.24M 0.03% -864 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 10,136 $1.24M 0.27% +245 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 10,109 $1.24M 0.34% +300 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,086 $1.24M 0.6% -1 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,010 $1.23M 0.16% -135 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,954 $1.22M 0.01% +5,162 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,947 $1.22M 0.45% -203 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 9,943 $1.22M 0.04% -56,799 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 9,903 $1.22M 0.43% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,900 $1.22M 0.24% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,804 $1.2M 0.01% +1,665 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,786 $1.2M 0.05% +166 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,644 $1.18M 0.03% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 9,591 $1.18M 0.15% -1,737 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 9,588 $1.18M 0.16% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,542 $1.17M 0.49% +686 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 9,488 $1.16M 0.56% -390 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,463 $1.16M 0.18% +3,809 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,444 $1.16M 0.09% +2,229 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 9,440 $1.16M 0.04% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,422 $1.16M 0.02% +1,247 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,401 $1.15M 0.04% +1,088 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,399 $1.15M 0.08% +4,077 13F-HR/A Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 9,390 $1.15M 0.17% +800 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,379 $1.15M 0.12% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,327 $1.14M 0.08% -1 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,284 $1.14M 0.16% -260 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 9,217 $1.13M 0.11% +58 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,183 $1.13M 0.01% +2,865 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,181 $1.13M 0.1% +2,478 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 9,177 $1.13M 0.47% -910 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 9,142 $1.12M 0.16% 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 9,132 $1.12M 0.21% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9,104 $1.12M 0.83% -1,367 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 9,100 $1.12M 0.71% -100 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 9,100 $1.12M 2.09% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 9,045 $1.11M 0.2% +8,985 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 10,000 $1.11M 0.46% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,020 $1.11M 0.13% -813 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 9,000 $1.1M 0.22% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,001 $1.1M 0.03% -119 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,967 $1.1M 0.09% 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,946 $1.1M 0.32% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,937 $1.1M 0.04% +91 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,929 $1.1M 0.01% +6,937 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,879 $1.09M 0.25% +167 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,872 $1.09M <0.01% +3,556 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8,843 $1.09M 0.29% -2,812 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 8,839 $1.08M 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,806 $1.08M 0.03% +3,216 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,797 $1.08M 0.06% +193 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 8,793 $1.08M 0.15% -200 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,790 $1.08M 0.95% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,775 $1.08M 0.1% +1,425 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,770 $1.08M 0.52% -910 13F-HR Timeline