BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,516 $5.73M 0.03% +501 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,484 $5.7M 1.35% +473 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,105 $5.69M 0.32% -727 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,459 $5.68M 0.12% +2,984 13F-HR Timeline VMS Asset Management Limited More: the full row for VMS Asset Management Limited 6,450 $5.67M 2.18% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,437 $5.66M 1.09% +130 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,425 $5.65M 1.17% +61 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 6,418 $5.64M 1.72% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,398 $5.62M 0.11% 13F-HR Timeline Group Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,375 $5.6M 1.41% -231 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,366 $5.6M 1.31% -541 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,330 $5.56M 0.08% -63 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,316 $5.55M 0.18% -739 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,308 $5.54M 0.63% -109 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 6,301 $5.54M 0.61% -1,948 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 6,298 $5.54M 0.21% +1,556 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,291 $5.53M 2.18% -20 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,317 $5.52M 0.46% +926 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 6,275 $5.52M 1.67% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,259 $5.5M 1.33% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 6,241 $5.49M 2.27% -40 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,209 $5.46M 0.78% -613 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,207 $5.46M 3.17% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,121 $5.38M 0.96% +4,176 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,119 $5.38M 0.49% +67 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,112 $5.37M 0.74% +34 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,085 $5.35M 1.21% +47 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,083 $5.35M 0.3% -5,038 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,038 $5.31M 0.19% +195 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 6,011 $5.28M -229 Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,011 $5.28M 0.53% +41 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 6,009 $5.28M 0.14% -503 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,586 $5.26M 0.18% +62 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,976 $5.25M 0.18% +217 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,967 $5.24M 1.23% -80 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,919 $5.23M 0.2% +1,090 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,927 $5.21M 0.4% -16 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,923 $5.21M 0.68% -502 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,923 $5.21M 0.19% +201 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 5,841 $5.13M 1.18% -2 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,834 $5.13M 0.59% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 5,831 $5.13M 0.72% -203 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,831 $5.13M 0.81% +613 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,828 $5.12M 0.82% -277 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,799 $5.1M 0.47% +5 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 5,781 $5.08M 1.1% -42 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 5,773 $5.07M 0.65% -5,848 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,744 $5.05M 0.3% -289 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,743 $5.05M 0.13% -110 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,739 $5.04M 0.37% +5,214 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,721 $5.03M 0.22% +232 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 5,715 $5.02M 1.17% 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,686 $5M 0.14% -1,190 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,614 $4.93M 0.26% -6,233 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,603 $4.93M 0.11% +983 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 5,585 $4.91M 1.9% -1,040 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,567 $4.89M 0.64% +361 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 5,566 $4.89M 3.51% -23 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,554 $4.88M 2.63% -35 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,550 $4.88M 1.04% +42 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 5,538 $4.87M 2.23% -27 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,534 $4.86M 0.21% -3,057 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,531 $4.86M 0.21% +381 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,522 $4.85M 0.09% -273 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,582 $4.82M 1.24% +302 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 5,014 $4.82M 3.35% +1,124 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,471 $4.81M 2.32% -24 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,447 $4.79M 0.98% -21 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,419 $4.76M 2.31% -421 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,381 $4.73M 0.48% -9 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,377 $4.73M 0.5% -4 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,372 $4.72M 0.28% +246 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,365 $4.72M 1.02% -9 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,347 $4.7M 1.98% -24 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,343 $4.7M 0.23% +17 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,332 $4.69M 0.04% +3,699 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,289 $4.65M 0.15% +1,672 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5,257 $4.62M 2.1% -397 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,252 $4.62M <0.01% +324 13F-HR/A Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,238 $4.6M 0.37% -118 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,238 $4.6M 2.91% +479 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 5,235 $4.6M 0.19% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,219 $4.59M 0.3% -181 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,219 $4.59M 0.24% -278 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,812 $4.58M 2.82% +1,522 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,215 $4.58M 0.94% -283 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,197 $4.57M 0.07% -29 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 5,177 $4.55M 3.47% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 5,165 $4.54M 1.16% +630 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,160 $4.54M 2.11% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,146 $4.52M 0.64% +128 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,130 $4.51M 0.06% -370 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 5,116 $4.51M 1.05% 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,128 $4.51M 0.53% -10,361 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,100 $4.48M 0.5% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,098 $4.48M 0.15% +703 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,060 $4.45M 1.86% +743 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,038 $4.43M 0.78% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,002 $4.4M 1% 0 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 4,985 $4.38M 0.06% -1,915 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,957 $4.36M 0.5% +173 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,946 $4.35M 1.91% +332 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,942 $4.34M 0.08% +182 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,936 $4.34M 0.16% +31 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,929 $4.33M 0.19% -502 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 4,921 $4.33M 4.89% -274 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,850 $4.26M 0.99% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,850 $4.26M 0.06% +213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,837 $4.25M 0.19% +172 13F-HR Timeline Group U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 4,829 $4.24M 2.8% -63 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,803 $4.22M 0.14% -122 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,796 $4.22M 0.94% +105 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 4,793 $4.21M 2.62% -930 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,790 $4.21M 0.05% +18 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,789 $4.21M 0.55% -226 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,759 $4.18M 0.2% -2,015 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,606 $4.18M 0.14% +88 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,750 $4.18M 1.08% -250 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,748 $4.17M 0.94% -78 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 4,721 $4.15M 1.42% +134 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,720 $4.15M 0.03% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,717 $4.15M 0.39% +380 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,705 $4.14M 0.15% +1,495 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,704 $4.13M 0.15% -2,530 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,683 $4.13M 3.22% +25 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 4,688 $4.12M 1% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,680 $4.11M 1.55% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,652 $4.1M 0.33% 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,639 $4.08M 0.89% -59 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,617 $4.06M 0.03% -209 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,602 $4.05M 0.03% -46 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,596 $4.04M 0.08% -800 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,564 $4.01M 0.3% +437 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,552 $4M 0.25% +46 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,549 $4M 0.58% +574 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,542 $3.99M 0.32% -190 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,537 $3.99M 0.79% -1,824 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,517 $3.97M 0.09% +1,839 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,513 $3.97M 0.81% +125 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 4,500 $3.96M 1.04% +1,500 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 4,496 $3.95M 1.36% +22 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,480 $3.94M 1.63% -76 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,480 $3.94M 0.32% +650 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,438 $3.9M 0.22% +771 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,431 $3.89M 1.19% +22 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,426 $3.89M 2.3% +172 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,416 $3.88M 1.17% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XML Financial, LLC More: the full row for XML Financial, LLC 4,414 $3.88M 0.32% -403 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,406 $3.87M 0.15% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,406 $3.87M 0.18% +47 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,404 $3.87M 1.12% -110 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,399 $3.87M 0.15% +1 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,083 $3.86M 0.53% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,386 $3.86M 0.33% +408 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,376 $3.85M 0.32% -68 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,348 $3.82M 1.39% +23 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,114 $3.82M 0.09% +15 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,341 $3.82M 1.51% -119 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,336 $3.81M 0.22% -57 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,311 $3.79M 0.08% +848 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,302 $3.78M 0.87% -100 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,290 $3.77M 0.29% +153 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,273 $3.76M 1.35% -25 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,262 $3.75M 1.62% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,251 $3.74M 1.63% +2,750 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,240 $3.73M 0.08% -390 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,224 $3.71M 0.36% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,221 $3.71M 0.33% -28 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,214 $3.7M 1.18% -90 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,212 $3.7M 0.04% +77 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,186 $3.68M 0.06% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,181 $3.68M 0.7% +161 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,144 $3.64M 3.49% 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,137 $3.64M 1.38% -279 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,128 $3.63M 1.44% +3 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,124 $3.62M 1.28% +26 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,121 $3.62M 2.05% +24 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,104 $3.61M 0.21% +649 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,098 $3.6M 3.17% 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,095 $3.6M 1.63% +21 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,094 $3.6M 0.87% -28 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,085 $3.59M 0.26% -922 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,083 $3.59M 1.16% -17 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 4,052 $3.56M 0.02% +1,810 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,026 $3.54M 0.57% -319 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,018 $3.53M 0.07% +338 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,014 $3.53M 0.79% -250 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 4,000 $3.52M 1.95% 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,999 $3.52M 0.48% +324 13F-HR Timeline Pinnacle West Asset Management, Inc. 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