Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,358 $1.82M 0.08% -108 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,339 $1.81M 0.06% -1,039 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,318 $1.8M 0.86% +491 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,284 $1.78M 0.58% +27 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,272 $1.78M 0.09% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,258 $1.77M 0.43% -8 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,256 $1.77M 0.08% -60 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,245 $1.76M 0.04% +358 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 3,241 $1.76M 0.36% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,562 $1.76M 0.07% +369 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,221 $1.75M 0.04% +193 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,216 $1.75M 0.24% -36 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,187 $1.73M 0.07% -4,683 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 3,178 $1.73M 1.72% -65 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,164 $1.72M 0.43% +201 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,143 $1.71M 0.23% +84 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,138 $1.71M 1.08% -46 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,099 $1.68M 0.4% -59 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,094 $1.68M 0.04% -2,307 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,063 $1.66M 0.15% +1,523 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,044 $1.65M 0.12% +68 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 3,042 $1.65M 1.76% -387 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,034 $1.65M 0.04% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,027 $1.64M 0.21% -71 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,019 $1.64M 0.34% +1,663 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,006 $1.63M 0.88% -21 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,004 $1.63M 0.27% +4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,994 $1.63M 0.16% +37 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,976 $1.62M 0.04% +1,454 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,949 $1.6M 0.08% -205 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,944 $1.6M 0.22% +120 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,940 $1.6M 0.33% -800 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,929 $1.59M 0.06% +2,190 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,929 $1.59M 0.12% +1,407 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,902 $1.58M 0.21% +1,522 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,886 $1.57M 0.14% -5 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,828 $1.54M 0.04% +137 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,827 $1.54M 0.04% +405 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,827 $1.54M 0.29% +99 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,821 $1.53M 0.05% +1,133 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 2,865 $1.53M 1.01% +838 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,810 $1.53M 0.2% +518 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,804 $1.52M 0.08% -64 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,798 $1.52M 0.4% -25 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,793 $1.52M 0.84% +2,033 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,773 $1.51M 0.11% -123 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,770 $1.51M 0.31% +198 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,769 $1.5M 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,766 $1.5M 0.13% -197 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,738 $1.49M 0.93% +517 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,818 $1.49M 0.45% -4 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,734 $1.49M 0.12% +554 13F-HR Timeline Group PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 2,712 $1.47M <0.01% +403 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,698 $1.47M 0.8% +468 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,697 $1.47M 0.23% -27 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,692 $1.46M 0.49% +215 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,687 $1.46M 0.25% +266 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,681 $1.46M 0.03% 0 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 2,676 $1.45M 1.01% +164 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,675 $1.45M 0.1% new 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,669 $1.45M 0.28% -211 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,664 $1.45M 0.11% -32 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,693 $1.44M 0.09% -13 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,643 $1.44M 0.02% -128 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,640 $1.43M 0.12% +261 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,636 $1.43M 0.35% +8 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,632 $1.43M 0.05% -66 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,632 $1.43M 0.06% +38 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,625 $1.43M 0.19% +441 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,620 $1.42M 0.05% -9,673 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,620 $1.42M 0.1% +823 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,613 $1.42M 0.73% +910 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,593 $1.41M 0.16% +290 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,590 $1.41M 0.27% +37 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,587 $1.41M 0.14% +166 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,578 $1.4M 0.02% +157 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,574 $1.4M 0.08% +272 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,573 $1.4M 0.86% -70 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,570 $1.4M 0.37% +10 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,564 $1.39M 0.37% +140 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,554 $1.39M 0.22% +290 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,536 $1.38M 0.24% -19 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,535 $1.38M 0.68% +410 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,532 $1.38M 0.15% +209 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,528 $1.37M 0.14% +19 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,524 $1.37M 0.52% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,517 $1.37M 0.05% -52 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,514 $1.37M 0.02% +6 13F-HR/A Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,500 $1.36M 0.54% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,489 $1.35M 0.1% +61 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 2,486 $1.35M 0.01% -43 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,482 $1.35M 0.03% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,481 $1.35M 0.35% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,476 $1.35M 0.04% +757 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,475 $1.34M 0.43% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,464 $1.34M 0.78% -5 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,458 $1.34M 0.15% -44 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,456 $1.33M 0.08% +1,684 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,453 $1.33M 0.14% +690 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,628 $1.32M 0.04% +252 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,416 $1.31M 0.23% +1,528 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,415 $1.31M 0.44% +204 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,401 $1.3M 0.02% +418 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,399 $1.3M 0.11% -6 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,392 $1.3M 1.25% -1,218 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,371 $1.29M 0.04% -6,622 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,362 $1.28M 0.09% -71 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,360 $1.28M 0.01% -122 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,356 $1.28M 0.41% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,352 $1.28M 0.51% +83 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,352 $1.28M 0.04% +74 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,351 $1.28M 0.05% -73 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,346 $1.27M 0.16% +553 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,341 $1.27M 1.16% +182 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 2,316 $1.26M 0.75% +180 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,314 $1.26M 0.1% +3 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,310 $1.26M 0.19% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,310 $1.26M 0.13% +40 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,304 $1.25M +12 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,303 $1.25M 0.25% +103 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,301 $1.25M 0.05% +426 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,288 $1.24M 0.14% +27 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,288 $1.24M 0.51% -5 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,291 $1.24M 0.2% +704 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,280 $1.24M 0.08% -558 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,280 $1.24M 0.03% -24 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,501 $1.24M 1.38% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,276 $1.24M 0.65% -535 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,264 $1.23M 0.09% +675 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,263 $1.23M 0.25% +9 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,253 $1.22M 0.04% +147 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,252 $1.22M 0.42% +662 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,251 $1.22M 0.15% +1,818 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,250 $1.22M 0.27% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,248 $1.22M 0.31% -100 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,245 $1.22M 0.11% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,243 $1.22M 0.13% +273 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,238 $1.22M 0.08% +296 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,236 $1.22M 0.8% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,235 $1.21M 0.18% -233 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,235 $1.21M 0.08% +363 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,234 $1.21M 0.6% +126 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,232 $1.21M 0.04% +61 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,228 $1.21M 0.07% +381 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,212 $1.2M 0.12% -13,014 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,202 $1.2M 0.09% 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,200 $1.2M 1.95% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,200 $1.2M 0.19% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,198 $1.19M 0.03% -1 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,186 $1.19M 0.23% +442 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,174 $1.18M 0.32% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,167 $1.18M 0.09% -2 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,163 $1.18M 0.02% +139 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 2,160 $1.17M 0.62% -65 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,160 $1.17M 1.01% +133 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,158 $1.17M 0.28% -13 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,157 $1.17M 0.32% -1,153 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,148 $1.17M 0.15% +13 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,148 $1.17M 0.04% +268 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,147 $1.17M 0.03% -121 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,455 $1.16M 0.11% +75 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,141 $1.16M 0.08% -50 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,136 $1.16M 0.4% +23 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,136 $1.16M 0.1% +507 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,133 $1.16M 0.27% -475 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,130 $1.16M 0.23% +674 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,129 $1.16M 0.02% +123 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,122 $1.15M 0.13% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,121 $1.15M 0.09% -100 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,114 $1.15M 0.51% +2 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,100 $1.14M 0.08% -25 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,298 $1.14M 0.45% 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,121 $1.13M 0.4% +81 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,086 $1.13M 0.07% -140 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,080 $1.13M 0.12% +61 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,080 $1.13M 0.15% -54 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,080 $1.13M 0.17% +43 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,074 $1.13M 0.11% -148 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,069 $1.12M 0.9% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,063 $1.12M 0.53% -43 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,062 $1.12M 0.02% +1 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,057 $1.12M 0.18% +668 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,054 $1.12M 0.04% -257 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,050 $1.11M 0.21% +103 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,046 $1.11M 0.04% -580 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,044 $1.11M 0.62% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,042 $1.11M 0.34% -168 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,041 $1.11M 0.64% +150 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,036 $1.11M 0.14% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,033 $1.1M 0.01% +362 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,029 $1.1M 0.24% +2 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,027 $1.1M 0.52% -41 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 2,022 $1.1M 1.07% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,018 $1.1M 0.19% +242 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,009 $1.09M 0.15% +665 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 2,002 $1.09M 0.83% -34 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 2,000 $1.09M 1.25% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,000 $1.09M 1.02% 0 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 2,000 $1.09M 0.43% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,290 $1.09M 0.15% +1,706 13F-HR Timeline