Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,268 $1.55M 0.47% +219 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,264 $1.55M 0.2% +28 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,251 $1.54M 0.06% +300 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,244 $1.53M 0.01% +125 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,235 $1.53M 0.13% -37 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,232 $1.52M 0.27% -2 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,229 $1.52M 0.04% +220 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,227 $1.52M 0.29% +310 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,220 $1.52M 0.04% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,216 $1.51M 0.12% +2,080 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,214 $1.51M 0.13% +8 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,189 $1.5M 0.07% -82 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,183 $1.49M 0.1% +1,507 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,181 $1.49M 0.89% -112 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,177 $1.49M 0.3% -10 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,172 $1.48M 0.08% -18 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 2,163 $1.48M 0.36% -1,100 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,163 $1.48M 0.58% +118 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,161 $1.48M 0.13% +194 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,153 $1.47M 0.04% -157 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,150 $1.47M 0.69% 0 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,145 $1.46M 0.86% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,120 $1.45M 0.22% -55 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,113 $1.44M 0.01% -71,954 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,110 $1.44M 0.32% +251 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,099 $1.43M 0.06% +118 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 2,093 $1.43M 1.3% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,080 $1.42M 0.52% +352 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,079 $1.42M 0.1% -35 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,074 $1.42M 0.75% +14 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,068 $1.41M 0.2% -219 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,064 $1.41M 0.08% -270 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,064 $1.41M 0.34% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,064 $1.41M +300 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,061 $1.41M 0.05% -194 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,058 $1.41M 0.15% +1,161 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,051 $1.4M 0.1% +446 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,042 $1.39M 0.1% -154 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,034 $1.39M 0.02% -60 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,031 $1.39M 0.19% +35 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,022 $1.38M 0.2% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,020 $1.38M 0.15% +259 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,018 $1.38M 0.69% -1 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,016 $1.38M 0.11% -51 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,011 $1.37M 0.17% +93 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,008 $1.37M 0.05% +78 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,007 $1.37M 0.11% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,006 $1.37M 0.23% +3 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,004 $1.37M 0.19% +22 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,000 $1.37M 0.01% -348 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,010 $1.36M 0.03% +79 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,729 $1.36M 0.11% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,959 $1.36M 0.04% -282 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,990 $1.36M 1.23% -40 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,989 $1.36M <0.01% +351 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,986 $1.36M 0.95% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,979 $1.35M 0.03% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,973 $1.35M 0.01% -292 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,969 $1.34M 0.1% -79 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,968 $1.34M 0.1% +21 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,959 $1.34M 0.16% +92 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,955 $1.34M 1.03% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,954 $1.33M 0.49% -46 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,953 $1.33M 0.09% +492 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,940 $1.32M 0.02% +395 13F-HR Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 1,940 $1.32M 0.97% -62 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,938 $1.32M 0.26% +225 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,937 $1.32M 0.05% +21 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,925 $1.31M 0.11% -86 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,914 $1.31M 0.03% -141 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,908 $1.3M 0.45% +32 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,907 $1.3M 0.55% +51 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 1,900 $1.3M 0.48% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,887 $1.29M 0.1% -81 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,880 $1.28M 0.18% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,878 $1.28M 0.32% -15 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,877 $1.28M 0.93% -20 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,874 $1.28M -19 Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,873 $1.28M 0.08% -7,395 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,864 $1.27M 0.07% +820 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 1,855 $1.27M 1.35% -1,610 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,854 $1.27M 0.16% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,853 $1.26M 0.07% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,845 $1.26M 0.03% -118 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,837 $1.25M 0.24% -965 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,837 $1.25M 0.02% -6,465 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,819 $1.24M 0.03% -1,792 13F-HR/A Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,807 $1.23M 0.05% +233 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,804 $1.23M 0.02% +1,195 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,801 $1.23M 0.15% +18 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,800 $1.23M 0.27% +38 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,800 $1.23M 0.36% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,799 $1.23M 0.04% -956 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,791 $1.22M 0.02% -60 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,786 $1.22M 0.04% +75 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,781 $1.22M 0.25% +547 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,775 $1.21M 0.05% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,774 $1.21M 0.08% -2 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,768 $1.21M 0.49% +12 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,766 $1.21M 0.12% +967 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,765 $1.21M 0.09% -190 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,764 $1.2M 0.54% -75 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,750 $1.2M 0.82% +2 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,740 $1.19M 0.38% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,739 $1.19M 0.03% +427 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,731 $1.18M 0.01% +64 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,727 $1.18M 0.28% +1,372 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,724 $1.18M 0.07% +54 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,720 $1.17M 0.33% +3 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,714 $1.17M 0.18% +48 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,708 $1.17M 0.08% +23 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,698 $1.16M 0.42% +182 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,675 $1.14M 0.13% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,672 $1.14M 0.06% +9 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,669 $1.14M 0.15% -53 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,667 $1.14M 0.04% -60 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,667 $1.14M 0.14% +2 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,667 $1.14M 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,662 $1.13M 0.03% +17 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,659 $1.13M 0.01% -7,283 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,656 $1.13M 0.01% +91 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,655 $1.13M 0.2% -13 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,649 $1.13M 0.72% -2 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,647 $1.12M 0.04% +19 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,635 $1.12M 0.09% -247 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,631 $1.11M 0.03% +978 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,630 $1.11M 0.08% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,629 $1.11M 0.46% -73 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,622 $1.11M 0.13% +54 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,621 $1.11M 0.45% -60 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,617 $1.1M 0.18% -158 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,612 $1.1M 0.23% +49 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,610 $1.1M 0.02% +73 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,609 $1.1M -317 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,679 $1.1M 0.08% +21 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,585 $1.08M 0.03% +85 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,584 $1.08M 0.06% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,584 $1.08M <0.01% -28,135 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,582 $1.08M 0.92% +14 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,576 $1.08M 0.15% +110 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,573 $1.07M 0.16% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,565 $1.07M 0.01% -34,490 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,563 $1.07M 0.07% +1,139 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,550 $1.06M 0.07% +88 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,549 $1.06M 1.11% +126 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,535 $1.05M 0.52% +6 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,534 $1.05M 0.62% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,528 $1.04M 0.27% +447 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,527 $1.04M 0.06% +491 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,516 $1.04M 0.69% -27 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,516 $1.04M 0.16% -223 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,511 $1.03M 0.22% +24 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,506 $1.03M 0.34% +936 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,505 $1.03M 0.24% -1,300 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,502 $1.03M 0.19% +150 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $1.02M 0.24% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,500 $1.02M 0.01% -79 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,493 $1.02M 0.09% -83 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,493 $1.02M 0.37% -14 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,486 $1.01M 0.3% 0 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 1,474 $1.01M 0.12% +23 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,474 $1.01M 0.14% -312 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,470 $1M 1.12% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,470 $1M 0.04% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,465 $1M 0.06% +46 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,462 $998K 0.25% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,461 $998K 0.12% -152 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,460 $997K 0.09% +12 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,460 $997K 0.28% -39 13F-HR/A Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,456 $994K 0.2% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,452 $991K 0.07% +156 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,441 $984K 0.04% +156 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,437 $982K 0.07% +762 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,437 $981K 0.08% -15 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,429 $976K 0.38% +40 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,415 $966K 0.3% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,402 $957K 0.22% +1,033 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,399 $955K 0.06% -955 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,397 $954K 0.13% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,387 $947K 0.03% +114 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,386 $947K 0.05% +7 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,381 $943K 0.32% -13 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,368 $934K 0.29% +40 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,365 $932K 0.6% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,351 $922K 0.37% +1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,350 $922K 0.2% +116 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,347 $920K 0.21% +372 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,345 $919K 0.08% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,339 $914K 0.07% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,338 $914K 0.03% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,337 $913K 0.04% +128 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,334 $912K 0.02% -53 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,329 $908K 0.14% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,325 $905K 0.06% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,324 $904K 0.31% -192 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,324 $904K 0.07% -16 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,323 $904K 0.6% -1,034 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,313 $899K 0.23% +54 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,314 $897K 0.07% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,300 $888K 0.71% -8 13F-HR Timeline