Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 41,859 $2.51M 2.2% -66,077 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 41,830 $2.51M 0.01% +16,928 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 41,618 $2.5M 0.16% +647 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 41,576 $2.5M 0.02% +8,833 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 41,543 $2.49M 1.67% +22,151 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 41,484 $2.49M 0.57% -7,786 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 40,798 $2.49M 0.23% +2,279 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 41,082 $2.47M 0.2% +2,423 13F-HR Timeline CONTINENTAL ADVISORS LLC More: the full row for CONTINENTAL ADVISORS LLC 40,800 $2.45M 1.75% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 40,700 $2.44M 0.41% -683 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 40,696 $2.44M 0.44% +801 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 40,609 $2.44M 0.81% +12,677 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 40,537 $2.43M <0.01% +9,351 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 40,439 $2.43M 1.29% +8,611 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 40,349 $2.42M 0.01% -461 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 40,076 $2.41M 0.16% -8,197 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 40,050 $2.4M 0.6% +1,368 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 40,015 $2.4M 0.67% +3,614 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 39,991 $2.4M 1.17% +473 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 39,978 $2.4M 0.55% -3,424 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 39,636 $2.38M 0.27% +18,045 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 39,578 $2.38M 0.07% -7,753 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 39,217 $2.36M 1.58% -1,769 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 38,716 $2.32M 0.01% -17,113 13F-HR/A Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 38,583 $2.32M 0.37% +17,086 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 38,500 $2.31M 0.19% +3,499 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 38,427 $2.31M 0.51% -656 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38,318 $2.3M 1.68% +16,214 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 38,311 $2.3M 0.03% +582 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 38,149 $2.29M 0.28% +4,744 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 38,030 $2.28M 0.49% -2,220 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 37,950 $2.28M 0.16% +17,742 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 37,558 $2.25M 0.01% +8,073 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 37,326 $2.24M 1.13% -3,575 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 36,955 $2.22M 0.23% +8,620 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 36,893 $2.21M 1.1% +16,022 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,704 $2.2M 0.15% +8,556 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 36,597 $2.2M 0.23% +26,032 13F-HR/A Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 36,465 $2.19M 1.68% -2,201 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 36,388 $2.18M 0.55% +20 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 36,349 $2.18M 2.02% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 36,033 $2.16M 0.07% +1,140 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 35,672 $2.14M 0.07% -4,747 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 35,623 $2.14M 0.35% +3,958 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 35,599 $2.14M 0.07% -1,902 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 35,209 $2.13M 0.79% +19,774 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 35,409 $2.13M 0.19% +8,490 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Lloyd Advisory Services, LLC. 34,977 $2.1M 1.01% +10,516 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 34,878 $2.09M 0.37% +1,227 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. 34,840 $2.09M 0.05% +680 13F-HR Timeline Group Ellevest, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 33,774 $2.03M 0.05% +11,582 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 33,677 $2.02M 0.54% -842 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 33,537 $2.01M 2.12% -701 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 33,468 $2.01M 1.78% +32 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,437 $2.01M 0.35% -1,889 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 37,088 $2.01M 1.01% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 33,396 $2M 0.26% +2,032 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 33,224 $1.99M <0.01% +20,811 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 33,195 $1.99M 0.34% +1,527 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 33,184 $1.99M 0.18% +18,204 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 33,141 $1.99M 1.99% +17,101 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 33,093 $1.99M 0.98% +799 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 33,073 $1.99M 1.76% -1,157 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 33,025 $1.98M 0.19% -425 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,630 $1.96M 0.15% +10,681 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 32,581 $1.96M 1.68% new 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 32,455 $1.95M 1.29% -53 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31,966 $1.92M 0.04% +2,450 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 31,547 $1.91M 0.69% +2,427 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 31,525 $1.89M 0.75% +226 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 31,505 $1.89M 0.14% -761 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 31,411 $1.89M 0.21% -156 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 31,273 $1.88M 0.07% +5,660 13F-HR Timeline American Trust More: the full row for American Trust 31,239 $1.88M 0.18% +22,169 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 31,042 $1.86M +9,984 Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 30,907 $1.86M 0.67% +514 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 30,867 $1.85M 1.48% +2,369 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 30,705 $1.84M 1.18% -120 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 30,610 $1.84M 0.07% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 30,582 $1.84M 0.13% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 30,566 $1.83M 0.46% 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 29,753 $1.83M 0.36% -430 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 30,430 $1.83M 0.42% +2,199 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 30,434 $1.83M 0.44% -5,023 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 30,405 $1.83M 1.14% -3,521 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 30,443 $1.82M 0.31% +18,352 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 30,281 $1.82M 0.22% -3,162 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 30,192 $1.81M 0.46% +7,208 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 30,052 $1.8M 0.86% -10,759 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 29,992 $1.8M 0.31% -209 13F-HR Timeline Busey Bank More: the full row for Busey Bank 29,826 $1.79M 0.05% +1,580 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29,808 $1.79M 0.08% +10,888 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 29,616 $1.79M 1.48% +13,771 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 29,733 $1.78M 0.07% -250 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 29,716 $1.78M 0.18% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 29,397 $1.76M 0.76% -15 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 29,383 $1.76M 1.08% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 29,351 $1.76M 0.18% +2,423 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 29,303 $1.76M 0.2% -1,255 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 29,103 $1.75M 0.25% -1,130 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 29,066 $1.74M 0.21% +23,659 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 28,933 $1.73M 0.15% +22,833 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 28,629 $1.72M 0.36% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 28,554 $1.71M 0.07% +2,896 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 28,474 $1.71M 1.3% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 28,474 $1.71M 1.3% +14,614 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 28,440 $1.71M 0.06% +795 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 28,424 $1.71M 0.3% +272 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 28,352 $1.7M 0.2% +6,729 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,314 $1.7M 0.08% -1,136 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 28,178 $1.7M 0.26% +15,337 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 28,116 $1.69M 0.49% +5,449 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 28,043 $1.68M 0.1% +1,763 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 27,792 $1.67M 0.82% +10,524 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 27,768 $1.67M 0.06% +20,347 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 27,698 $1.66M 0.39% +158 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 27,640 $1.66M 0.05% +52 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 27,558 $1.65M 0.36% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 27,399 $1.64M 2.33% -243,902 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 27,339 $1.64M 0.6% -364 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,373 $1.64M 0.05% +80 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 27,064 $1.62M 0.09% +2,189 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 27,031 $1.62M 0.18% -1,048 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27,016 $1.62M 0.03% -177 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 27,014 $1.62M 1.1% +4,784 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 26,676 $1.6M 0.57% +3,277 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 26,624 $1.6M 0.81% +1,824 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 26,337 $1.58M 0.95% +12,858 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26,162 $1.57M 0.06% +283 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 26,151 $1.57M 0.09% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 26,051 $1.56M 0.31% -7,364 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 26,019 $1.56M 0.68% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 25,952 $1.56M 0.49% +397 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 25,865 $1.55M +182 Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 25,792 $1.55M 0.68% +11,150 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25,678 $1.54M 1.5% +2,997 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 25,669 $1.54M 0.09% +2,786 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 25,637 $1.54M 0.15% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 25,590 $1.54M 0.06% +7,470 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 25,352 $1.52M 1.06% +12,621 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 25,307 $1.52M 0.01% +1,740 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 25,179 $1.51M 0.65% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 25,062 $1.5M 0.76% +12,611 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 24,782 $1.49M 0.62% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 24,766 $1.49M 0.16% +1,292 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 24,762 $1.49M 0.79% +191 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 24,576 $1.48M 0.82% +300 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 24,543 $1.47M 0.85% +10,559 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 24,431 $1.47M 0.27% -601 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,341 $1.46M 0.1% +6,909 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24,215 $1.45M 0.02% +189 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 24,005 $1.44M 0.21% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 23,906 $1.44M 0.79% +712 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 23,767 $1.43M 0.26% +4,978 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 23,706 $1.42M 0.2% +5,556 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 23,525 $1.41M 0.97% +2,420 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 23,470 $1.41M 0.32% +19,044 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,419 $1.41M 0.1% +261 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 23,220 $1.39M 0.14% +506 13F-HR Timeline Argent Advisors, Inc. 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