Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 14,278 $1.23M 0.99% +15 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 11,545 $1.21M 0.14% 0 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 14,022 $1.21M <0.01% +2,898 13F-HR/A Timeline Group REIK & CO., LLC More: the full row for REIK & CO., LLC 13,980 $1.2M 0.28% -100 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 13,740 $1.18M 0.04% -200 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 13,609 $1.17M 0.03% -1,936 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 13,603 $1.17M 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,578 $1.17M 0.03% -4,642 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,418 $1.17M 0.02% -1,648 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 13,545 $1.17M 0.07% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,405 $1.15M 0.01% -973 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 13,374 $1.15M 0.15% -962 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 13,341 $1.15M 0.93% -3,155 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,312 $1.15M 0.14% +135 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 13,054 $1.13M 0.12% 0 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 13,016 $1.12M 0.05% -1,418 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 13,028 $1.11M <0.01% +2,131 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,822 $1.1M 0.03% +111 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,750 $1.1M 0.02% +195 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 12,717 $1.09M +15 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,554 $1.08M <0.01% -7,443 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 12,526 $1.08M 0.02% +265 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,513 $1.08M 0.02% +3,906 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 12,861 $1.07M 0.42% -789 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 12,331 $1.06M -157 Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 12,308 $1.06M 0.34% +548 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,220 $1.05M 0.01% -9,398 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 12,194 $1.05M 0.81% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,877 $1.05M 0.06% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,120 $1.04M 0.01% -4,686 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,915 $1.03M 0.1% -40 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,016 $1.03M 0.02% -16,280 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 12,009 $1.03M 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 11,920 $1.03M 0.21% -1,894 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,810 $1.03M 0.04% +13 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,906 $1.01M 0.08% +8,176 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,687 $1.01M <0.01% +7,019 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,682 $1.01M 0.02% +3,863 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 11,667 $1M 0.05% +317 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 11,621 $1M 0.01% -147 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,610 $999K 0.58% 0 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 11,538 $993K <0.01% +388 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,432 $984K 0.49% +182 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,416 $982K 0.11% +1,754 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 11,344 $976K 0.64% -97 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,188 $963K 0.03% -7,225 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,269 $959K <0.01% +4,151 13F-HR/A Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 11,082 $953K 0.47% -712 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,991 $946K 0.03% +351 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,918 $939K 0.49% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,870 $935K 0.71% +670 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,782 $928K 0.01% +1,603 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,776 $927K 0.03% -7,316 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 10,775 $927K 0.2% -28 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,764 $926K 0.02% new 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,755 $925K 0.03% -55 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,698 $920K 0.03% -2,930 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 10,671 $918K 0.03% +330 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,670 $918K 0.04% +60 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 10,643 $916K 0.29% 0 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,570 $909K 0.01% 0 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,569 $909K 0.23% +931 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 10,475 $901K 0.01% -1,717 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 10,374 $893K 0.31% -2,245 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 10,328 $889K 0.23% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,318 $888K 0.04% -21 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,096 $869K 0.01% -235 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 10,000 $860K 0.06% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 9,951 $856K <0.01% -34,107 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,878 $855K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,880 $850K 0.03% -998 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,723 $837K 0.01% +1,832 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,692 $834K 0.39% +191 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,677 $833K 0.08% -177 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,670 $832K <0.01% -15,796 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,739 $827K 0.01% +162 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,492 $817K 0.42% +1,353 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,374 $807K 0.03% -6,359 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,125 $805K +353 Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,207 $792K 0.37% +86 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,201 $792K 0.01% +4,887 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,179 $790K 0.02% -2,024 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,169 $789K 0.1% +50 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,083 $781K 0.07% +800 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,029 $777K 0.19% +22 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,998 $774K 0.01% -3,872 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,873 $763K 0.01% +580 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,869 $763K 0.05% +835 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,819 $759K <0.01% +1,750 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,795 $757K 0.42% -5,223 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,792 $756K 0.27% -1,465 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,757 $753K 0.17% +1 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,714 $750K 0.01% -3,016 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,657 $745K 0.01% -263 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,657 $745K 0.01% -263 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,582 $738K 0.25% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,540 $735K 0.04% -366 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,533 $734K 0.24% -815 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,524 $733K 0.01% +5,805 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 8,416 $724K 0.53% -1,599 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,379 $721K 0.36% -5,010 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,352 $719K 0.2% -4,829 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,200 $714K 0.07% -2,000 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 8,291 $713K 0.01% -22,653 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,250 $710K 0.05% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,222 $707K 0.62% +10 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,157 $707K 0.01% -24,577 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,199 $705K 0.09% -489 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 8,171 $703K 0.07% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 8,050 $693K 0.28% -100 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,012 $689K 0.04% -159 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,001 $688K 0.04% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,942 $683K 0.02% -115 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,942 $683K 0.03% -89 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,918 $681K 0.1% +899 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,800 $671K 0.17% -31 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,747 $667K 0.01% +2,393 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,745 $666K 0.01% -2,036 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,740 $666K <0.01% +2,193 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,724 $665K 0.1% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,669 $660K 0.03% -499 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,657 $659K 0.26% +72 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,600 $654K 0.01% -359 13F-HR Timeline Group 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 7,668 $653K 0.1% -281 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,737 $652K 0.04% -4,137 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,545 $649K 0.01% +4,330 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,509 $646K 0.12% -335 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,502 $645K 0.01% -2,589 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,475 $643K 0.01% +286 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,368 $634K 0.01% -183 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,302 $628K 0.03% -487 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,281 $626K 0.17% -128 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,270 $626K 0.02% -123 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 7,308 $622K 0.02% new 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,214 $621K 0.19% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,168 $617K 0.01% -121 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,040 $617K +89 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,102 $611K 0.01% -80 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,078 $609K 0.02% +142 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,041 $606K 0.01% -6 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,000 $602K 0.06% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,808 $586K 0.04% -283 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,734 $579K 0.11% +582 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,706 $577K 0.04% +2,501 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,683 $575K 0.04% -345 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 6,655 $573K 0.54% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,595 $567K <0.01% -245 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,559 $564K 0.02% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,468 $557K 0.18% +5,697 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,434 $554K 0.03% -212 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,392 $550K 0.11% -2,695 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,385 $549K 0.02% +3,884 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,223 $535K 0.01% -18 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,220 $535K 0.02% +42 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,179 $532K 0.01% +44 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,157 $530K <0.01% +570 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,000 $516K 0.01% +9 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,940 $511K 0.06% -115 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,934 $511K 0.01% -459 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,860 $504K 0.05% -4,485 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,853 $504K 0.02% +4,373 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,792 $498K 0.28% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 5,741 $494K 0.01% +751 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,728 $493K 0.01% +537 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 5,722 $492K 0.19% -120 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,695 $490K 0.03% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,572 $489K 0.05% -642 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,655 $487K 0.04% -1,735 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,554 $482K 0.15% +1 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,588 $481K 0.26% +20 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,586 $481K 0.02% -1,300 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,574 $480K 0.06% +140 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,558 $478K 0.01% +228 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,500 $478K 0.14% +500 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,501 $473K 0.17% +816 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,484 $472K 0.01% -3,050 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,432 $467K 0.01% -267 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,418 $466K -653 Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,418 $466K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,427 $466K 0.04% +5,422 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,388 $464K 0.01% -393 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,298 $462K 0.01% -2,262 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 5,337 $459K 0.07% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,311 $457K 0.21% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,335 $456K 0.04% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,289 $455K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,261 $453K 0.01% -381 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,244 $451K 0.02% -3,784 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,200 $447K 0.05% +867 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 5,190 $447K 0.59% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,178 $446K 0.13% +201 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,155 $444K 0.02% +230 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,075 $440K 0.01% +131 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,089 $438K 0.01% -6,668 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,033 $433K 0.02% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,015 $431K 0.27% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,014 $431K 0.03% -941 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,007 $431K 0.02% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,994 $430K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,980 $428K <0.01% -577 13F-HR Timeline Group