Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,112 $2.05M 0.03% -3,345 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,001 $2.03M 0.06% +667 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,893 $2.02M 0.03% -337 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,959 $2.02M 0.03% +106 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,647 $1.97M 0.05% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11,587 $1.96M 0.33% -35 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 11,234 $1.9M 0.22% -730 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,161 $1.88M 0.03% -1,856 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,978 $1.85M 0.03% +55 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 10,820 $1.83M 1.64% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,797 $1.82M 0.98% +14 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,759 $1.82M 0.01% -144 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,438 $1.76M 0.06% -2,888 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,386 $1.75M 0.06% +173 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,348 $1.75M 0.13% -2,584 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,342 $1.75M 0.04% +6,930 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,307 $1.74M 0.01% -68 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,103 $1.71M 0.78% -100 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 10,061 $1.7M 0.82% -167 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,031 $1.69M 0.05% +3,766 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 9,989 $1.69M 0.28% +95 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 9,965 $1.68M 0.4% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 9,961 $1.68M 0.34% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,910 $1.67M 0.02% -955 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,843 $1.66M 0.03% -87 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,813 $1.66M 0.12% +449 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,707 $1.64M 0.05% +2,170 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,451 $1.6M 0.31% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,391 $1.59M 0.02% +55 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,298 $1.57M 0.15% -531 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,275 $1.57M 0.22% +4 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,248 $1.56M 0.92% -459 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,175 $1.55M 0.02% 0 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,041 $1.53M 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,910 $1.5M 0.03% +128 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,902 $1.5M 0.07% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 8,747 $1.48M 0.38% +165 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,747 $1.48M 0.09% -329 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 8,726 $1.47M 1.26% -119 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,704 $1.47M 0.21% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,689 $1.47M 0.49% -2,145 13F-HR/A Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 8,546 $1.44M 0.9% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,455 $1.43M 0.02% -145 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,454 $1.43M 0.03% +2,239 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,406 $1.42M 0.02% -50 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,397 $1.42M 0.1% +90 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,360 $1.41M 0.02% +2,203 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 8,263 $1.4M 0.21% +3,755 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,255 $1.39M <0.01% +240 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 8,223 $1.39M 0.04% -113 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,862 $1.37M 0.03% -19 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,050 $1.36M 0.38% -200 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,003 $1.35M 0.6% +930 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 7,987 $1.35M 0.68% -2,085 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 7,860 $1.33M 0.8% +4,850 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,815 $1.32M <0.01% -1,432 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,792 $1.32M 0.11% +1,124 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,655 $1.29M 0.65% +135 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,487 $1.26M 0.65% +100 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,454 $1.26M 0.02% +154 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,439 $1.26M 0.01% +100 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,337 $1.24M 0.3% +150 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 7,302 $1.23M 0.08% -38 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,248 $1.22M 0.26% -54 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,214 $1.22M 0.01% +705 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,170 $1.21M 0.01% +1,527 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,997 $1.18M <0.01% +5,831 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,939 $1.17M 0.03% +1,029 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,750 $1.14M 0.15% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,717 $1.13M 0.01% -104 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 6,694 $1.13M 0.74% +113 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 6,675 $1.13M 0.48% -2,085 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,595 $1.11M 0.02% -20 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,531 $1.1M 0.05% -26 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,521 $1.1M 0.44% -132 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,503 $1.1M 0.01% +449 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,466 $1.09M 0.1% -10 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,449 $1.09M 0.01% -5,586 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,439 $1.09M 0.06% new 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 6,388 $1.08M +299 Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,330 $1.07M 0.16% -27 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 6,300 $1.06M 4.01% -23,800 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,285 $1.06M 0.06% -27 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,237 $1.05M <0.01% +1 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,220 $1.05M 0.04% -851 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,212 $1.05M 0.03% +23 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,200 $1.05M <0.01% -20,200 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,197 $1.05M 0.01% +448 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,194 $1.05M <0.01% +20 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,183 $1.04M 0.01% -182 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,125 $1.03M 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,124 $1.03M 0.01% +34 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,047 $1.02M 0.35% +4 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 6,000 $1.01M 0.71% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,877 $992K <0.01% +499 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,756 $972K 0.03% -153 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,714 $965K 0.46% -11,154 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 5,676 $958K 0.47% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,666 $957K 0.07% -46 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,628 $950K 0.01% 0 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,588 $944K 0.08% -166 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,564 $939K 0.02% -9,728 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,545 $936K 0.06% -124 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,540 $935K 0.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,503 $929K 0.04% +1,574 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 5,500 $929K 0.55% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,462 $922K 0.02% -101 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,456 $921K 0.16% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,419 $915K 0.28% -83 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,408 $913K 0.07% +563 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,383 $909K 0.02% -153 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,374 $907K <0.01% +1,157 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,362 $905K 0.05% +1 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,275 $891K 0.49% -100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,260 $888K 0.01% -160 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,229 $883K 0.13% -106 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 5,150 $870K 0.24% -3,290 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,109 $863K 0.29% -300 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 5,100 $861K 0.34% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,086 $859K 0.02% +462 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,082 $858K 0.41% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,067 $856K 0.09% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,838 $844K 0.16% +60 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,954 $837K 0.06% +279 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,949 $836K 0.05% -648 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,948 $835K 0.01% -159 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,943 $835K 0.56% -3,955 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,938 $834K 0.02% +37 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,916 $830K 0.06% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,894 $826K 0.01% +1,343 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 4,846 $818K <0.01% 0 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,831 $816K 0.17% -380 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,830 $816K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,824 $815K 0.18% +4,064 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,815 $813K <0.01% +511 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,782 $807K 0.01% +341 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,781 $807K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,769 $805K <0.01% +265 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,736 $800K 0.01% -52 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,718 $797K 0.02% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,684 $791K 0.01% -15 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4,677 $790K 0.35% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,666 $788K 0.04% +434 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,626 $781K 0.03% +256 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 4,591 $775K 0.74% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,591 $775K 0.08% -114 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,520 $764K 0.02% +1,954 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,517 $763K 0.13% -97 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,511 $762K 0.39% -9,280 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 4,507 $762K 0.52% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,451 $752K 0.01% -137 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,441 $750K 0.85% -105 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,400 $743K 0.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,240 $729K 0.02% +2,847 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,227 $728K 0.02% -838 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,295 $725K 0.06% -407 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,289 $724K 0.01% -541 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,283 $723K 0.09% +150 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,239 $716K 0.23% -22 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,223 $713K 0.31% +208 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,216 $712K 0.03% -113 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,209 $711K 0.36% +3 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,200 $709K 0.07% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,176 $705K 0.14% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,151 $701K 0.02% -325 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,147 $700K 0.33% +1 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,129 $697K 0.01% -45 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,126 $697K 0.02% +131 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,111 $694K 0.07% +2,847 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,030 $680K 0.01% +347 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,021 $679K 0.16% -1,874 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,000 $675K 1.12% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,989 $674K 0.31% +1 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,952 $667K 0.03% -31 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,936 $665K 0.6% +1,096 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,905 $659K 0.05% 0 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,877 $655K 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,858 $651K -96 Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,842 $649K 0.07% -14,983 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,806 $648K 0.11% +292 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,812 $644K 0.08% +1,200 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,800 $642K 0.29% 0 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,773 $637K 0.13% +223 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,762 $635K 0.08% +282 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,614 $629K 0.02% +76 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,700 $625K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,671 $620K 0.02% -23,200 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,641 $615K 0.01% +406 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,631 $613K 0.03% -3,369 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,617 $611K 0.25% +1 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,617 $610K <0.01% +459 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,600 $608K 0.07% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,588 $606K 0.12% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,579 $604K 0.37% 0 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,575 $604K 0.04% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,567 $602K 0.19% +226 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,510 $593K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,510 $593K +690 Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,471 $586K 0.03% new 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,447 $582K 0.07% -28 13F-HR Timeline