Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,198 $1.05M 0.02% +52 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,197 $1.05M 0.07% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,194 $1.05M 0.05% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,188 $1.04M 0.35% +623 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,186 $1.04M 0.12% +186 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,186 $1.04M 0.08% -54 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,181 $1.04M 0.05% -390 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,179 $1.04M 0.39% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,174 $1.03M 0.13% +124 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,173 $1.03M 0.17% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,170 $1.03M 0.38% +29 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,096 $1.03M 0.02% +215 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,167 $1.03M 0.04% -8 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,163 $1.02M 0.03% -383 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,163 $1.02M 0.02% -34 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,160 $1.02M 0.24% -2,040 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,160 $1.02M 0.08% +341 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,157 $1.02M 0.78% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,150 $1.01M 0.08% +65 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,149 $1.01M 0.21% +6 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,146 $1.01M 0.05% -197 13F-HR Timeline City State Bank More: the full row for City State Bank 1,145 $1.01M 0.28% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,145 $1.01M 0.22% -55 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,143 $1M 0.1% -160 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,142 $1M 0.45% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,141 $1M 0.21% +1 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,138 $1M 0.36% -400 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,137 $1000K 0.11% +3 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,136 $999K 0.08% +14 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,132 $995K 0.01% -88 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,131 $994K 0.02% -8 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,130 $993K 0.54% -25 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,128 $992K 0.52% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,125 $989K 0.12% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,119 $984K 0.4% +21 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,073 $980K 0.24% +4 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,114 $979K 0.66% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,110 $976K 0.2% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,107 $973K 0.26% +4 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,100 $967K 0.03% -200 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,100 $967K 0.16% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 1,100 $967K 0.61% +322 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,099 $966K 1.17% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,095 $963K 0.06% +202 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,035 $961K 0.04% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,090 $958K 0.64% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,088 $957K 0.04% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,084 $953K 0.71% 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,080 $949K 0.29% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,077 $947K 0.08% +268 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,077 $947K 0.19% +206 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,071 $941K 0.03% +164 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,070 $941K 0.41% -63 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,068 $939K 0.01% -56 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,067 $938K 0.11% -19 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,067 $938K 0.3% +268 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,063 $935K 0.1% +58 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,060 $932K 0.15% +2 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,060 $932K 0.05% -2,389 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 1,058 $930K 0.74% 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,053 $926K 0.17% -1 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,053 $925K 0.24% +523 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,048 $921K 0.64% -54 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,045 $919K 0.85% -12 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,045 $919K 0.67% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,043 $917K 0.19% +20 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,040 $914K 0.49% +5 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,040 $914K 0.54% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,039 $914K 0.04% -63 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 1,039 $913K 0.59% +685 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,038 $912K 0.03% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,037 $912K 0.13% -20 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,036 $910K 0.04% -109 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,035 $910K 0.22% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,032 $907K 0.13% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,030 $905K 0.15% +196 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,027 $903K 0.19% -141 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 1,026 $902K 0.04% -220 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,025 $901K 0.14% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,022 $899K 0.32% +73 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 959 $897K 0.1% -23 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,018 $895K 0.33% +262 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,016 $893K 0.2% +440 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,013 $890K 0.17% +46 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,012 $890K 0.49% +97 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,010 $888K 0.04% +2 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 997 $888K 0.36% -83 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,008 $886K 0.05% -113 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,007 $885K 0.48% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,007 $885K 0.11% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,005 $883K 0.53% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 966 $883K 0.18% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,004 $883K 0.31% -52 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,000 $879K 0.45% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 998 $877K 0.06% +98 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 998 $877K 0.12% +43 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 998 $877K 0.03% +122 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 996 $875K 0.21% +324 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 994 $874K 0.13% +220 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 992 $872K 0.05% -48 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 992 $872K 0.41% +29 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 991 $871K 0.13% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 990 $870K 0.15% -192 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 988 $869K 0.1% -4 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 988 $868K 0.65% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 985 $866K 0.13% +1 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 985 $866K 0.68% -14 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 943 $862K 0.3% +2 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 980 $861K 0.06% 0 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 979 $861K 0.75% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 977 $859K 0.28% +103 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 976 $857K 0.11% -39 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 973 $856K 0.07% -141 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 974 $856K 0.08% +66 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 972 $854K 0.49% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 970 $853K 0.14% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 966 $849K 0.2% +679 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 962 $845K 0.1% -58 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 961 $844K 0.62% 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 960 $844K 0.55% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 959 $843K 0.34% +6 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 956 $840K 0.3% -11 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 954 $839K 0.4% -100 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 953 $838K 0.01% -187 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 952 $836K 0.45% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 946 $831K 0.6% +189 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 942 $828K <0.01% +86 13F-HR Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 939 $825K 0.35% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 936 $823K 0.33% -98 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 935 $822K 0.08% +2 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 934 $821K 0.06% +82 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 933 $820K 0.15% +140 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 933 $820K 0.58% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 879 $819K 0.09% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 932 $819K 0.28% -424 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 930 $817K 0.19% +28 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 929 $817K 0.18% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 928 $816K 0.24% +20 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 928 $816K 0.09% -44 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 927 $814K 0.02% +47 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 926 $814K 0.34% +302 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 924 $812K 0.13% +57 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 923 $811K 0.14% +5 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 922 $810K 0.23% -1 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 922 $810K 0.34% -1,374 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 921 $810K 0.52% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 916 $805K 0.09% +176 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 915 $804K 0.19% -38 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 912 $802K 0.09% -70 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 907 $797K 0.12% +125 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 907 $797K 0.48% +47 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 906 $797K 0.2% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 905 $795K 0.55% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 853 $795K 0.15% +8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 901 $792K 0.04% +156 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 897 $788K 0.03% -1 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 897 $788K 0.23% -51 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 893 $785K 0.48% 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 893 $785K 0.36% -65 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 887 $782K 0.03% +14 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 889 $781K 0.11% +5 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 886 $779K 0.06% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 885 $778K 0.17% +39 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 885 $778K 0.09% +43 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 883 $776K 0.02% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,163 $776K 0.15% +79 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 882 $775K 0.06% -10 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 830 $775K 0.14% -1 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 875 $769K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 875 $769K 0.14% +29 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 875 $769K 0.04% -150 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 873 $768K 0.09% +5 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 873 $767K 0.15% -35 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 870 $765K 0.25% +16 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 867 $762K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 864 $761K 0.02% -4 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 864 $759K 0.03% -6 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 864 $759K 0.31% -12 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 863 $759K 0.23% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 863 $759K 0.16% new 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 860 $756K 0.08% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 860 $756K 0.23% +260 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 858 $754K 0.09% +52 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 857 $753K 0.04% +461 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 856 $753K 0.26% +9 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 854 $751K 0.26% +5 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 854 $751K 0.02% -5 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 850 $747K 0.15% -2 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 849 $746K 0.1% +10 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 849 $746K 0.17% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 846 $744K 0.49% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 843 $741K 0.4% +4 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 842 $740K 0.11% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 842 $740K 0.25% -106 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 842 $740K 0.1% -10 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 841 $740K 0.38% +10 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 841 $739K <0.01% -5,078 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 840 $738K 0.01% +358 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 840 $738K 0.22% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 840 $738K 0.06% -422 13F-HR Timeline