Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,563 $1.64M 1% -342 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,560 $1.64M 0.03% +1,067 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,557 $1.64M 0.22% +1,316 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,543 $1.63M 0.4% -38 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,564 $1.63M 0.09% +1,615 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,536 $1.63M 0.3% +3,521 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,509 $1.62M 0.03% -42 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,505 $1.62M 0.12% +46 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,503 $1.61M 0.28% +55 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,503 $1.61M 0.39% +111 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,501 $1.61M 0.09% -250 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,463 $1.6M 0.11% +1,279 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,459 $1.59M 0.66% +4 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,458 $1.59M 0.12% +1,405 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,451 $1.59M 0.1% +3,092 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,444 $1.59M +959 Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,435 $1.58M 0.28% -114 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,430 $1.58M 0.25% -2,558 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,418 $1.58M 0.07% +462 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,413 $1.57M 0.04% -1,528 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,387 $1.56M 0.03% +643 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,385 $1.56M 1.16% +20 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,382 $1.56M 0.15% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,379 $1.56M 0.51% -274 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,363 $1.55M 0.24% -54 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 3,358 $1.55M 0.12% -4,751 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,317 $1.53M 0.2% +792 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 3,314 $1.53M 0.51% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,308 $1.52M 0.45% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,296 $1.52M 0.22% +120 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,294 $1.52M 0.03% -627 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,272 $1.51M 0.3% +1,802 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,270 $1.51M 0.07% -305 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,258 $1.5M 0.63% -41 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,256 $1.5M 0.01% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,253 $1.5M 0.03% +1,565 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,245 $1.5M 0.17% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,241 $1.49M 0.19% +200 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,241 $1.49M 0.12% -144 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,237 $1.49M 0.18% -1 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,225 $1.49M 0.15% -254 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,220 $1.48M 0.06% -3 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3,220 $1.48M 0.01% +105 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,197 $1.47M 0.19% -59 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,192 $1.47M 0.05% -254 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,175 $1.46M 0.69% +119 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,170 $1.46M 0.19% -1,010 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,168 $1.46M 0.39% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,160 $1.46M 0.04% +1,700 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,125 $1.44M 0.04% +1,076 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,119 $1.44M 0.19% +225 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,105 $1.43M 0.02% +73 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,525 $1.43M 0.07% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,092 $1.43M 0.17% +1,099 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,045 $1.4M 0.09% +808 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,023 $1.39M 0.03% +2,356 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,020 $1.39M 0.21% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,014 $1.39M 0.02% +2,443 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,010 $1.39M 0.02% -2,694 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,977 $1.37M 0.02% +247 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,971 $1.37M 0.03% +49 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,961 $1.37M 0.13% +166 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,949 $1.36M 0.02% +147 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,941 $1.36M 0.06% -35 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,937 $1.35M 0.15% -8 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,928 $1.35M 0.02% +15 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,923 $1.35M 0.33% +2 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,912 $1.34M 0.07% +166 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,906 $1.34M 0.38% -93 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,904 $1.34M 0.03% +216 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,902 $1.34M 0.04% -51 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,890 $1.33M 0.28% -25 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,883 $1.33M 0.17% -32 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,876 $1.33M 0.09% -460 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,874 $1.32M 0.64% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,865 $1.32M 0.05% -250 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,863 $1.32M 0.33% +129 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,846 $1.31M 0.15% -90 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,845 $1.31M 0.07% +1,742 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,799 $1.29M 0.09% -18 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,792 $1.29M 0.21% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,792 $1.29M 0.48% +1,348 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,786 $1.28M 0.03% -217 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,839 $1.28M 0.02% +18 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,785 $1.28M 0.3% -12 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,780 $1.28M 0.06% +1 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,779 $1.28M 1.22% -49 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,770 $1.28M 0.31% -68 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,756 $1.27M 0.15% +353 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,745 $1.27M 0.48% +995 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,735 $1.26M 0.27% -23 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,735 $1.26M 0.07% -62 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,769 $1.26M 0.07% -393 13F-HR/A Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,726 $1.26M 0.17% +180 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,726 $1.26M 0.88% +471 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,701 $1.25M 0.09% -53 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,708 $1.25M 0.09% +154 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,698 $1.24M 0.15% +48 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,715 $1.24M 0.16% +195 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,678 $1.23M 0.12% -119 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,661 $1.23M 0.09% +1,142 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,656 $1.22M 0.01% +19 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,643 $1.22M 0.01% -14,382 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,635 $1.21M 0.04% -1 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,626 $1.21M 0.87% -169 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,624 $1.21M 0.12% +3 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,613 $1.2M 0.53% +87 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,600 $1.2M 0.25% -800 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,595 $1.2M 0.24% new 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 2,628 $1.19M 1.26% +483 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,573 $1.19M 0.04% -1,965 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,561 $1.18M 0.09% -81 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,556 $1.18M 0.08% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,542 $1.17M 0.1% +25 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,540 $1.17M 0.2% +429 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,537 $1.17M 0.03% -555 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,536 $1.17M 0.33% +476 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,525 $1.16M 0.01% 0 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,514 $1.16M 0.01% -60 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,512 $1.16M 0.07% -29 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,507 $1.16M 0.11% +65 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,496 $1.15M 0.09% -2 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,493 $1.15M 0.17% +4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,489 $1.15M 0.07% +2,242 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,483 $1.14M 0.64% -28 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,481 $1.14M 0.35% +50 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,475 $1.14M 0.31% -11 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,471 $1.14M <0.01% +8 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,469 $1.14M 0.25% -53 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,460 $1.13M 0.06% +53 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,470 $1.13M 0.49% +40 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,457 $1.13M 0.08% -166 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,449 $1.13M 0.06% +371 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,424 $1.12M 0.02% +112 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,461 $1.12M 0.07% -3,998 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,421 $1.12M 0.12% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,414 $1.11M 0.07% +105 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. 2,409 $1.11M 0.02% -205 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,407 $1.11M 0.06% -49 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,400 $1.11M 0.31% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,390 $1.1M 0.55% +10 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,385 $1.1M 0.13% +366 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,379 $1.1M 0.46% +45 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,376 $1.1M 0.3% -14 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,359 $1.09M 0.04% new 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,364 $1.09M 0.46% -642 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,362 $1.09M 0.15% +41 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,350 $1.08M 0.05% +543 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,338 $1.08M 0.26% -49 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,312 $1.07M 0.17% +490 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,312 $1.07M 0.01% +1,773 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,303 $1.06M +23 Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,298 $1.06M 0.43% +31 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,278 $1.05M 0.14% -778 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,274 $1.05M 0.06% +82 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,274 $1.05M 0.08% +129 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,267 $1.05M 0.05% +134 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,300 $1.04M 0.04% -139 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,258 $1.04M 0.02% -205 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,253 $1.04M 0.08% +297 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,250 $1.04M 0.2% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,242 $1.03M 0.09% -12 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,241 $1.03M 0.03% -455 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,240 $1.03M 0.14% -70 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,236 $1.03M 0.51% +221 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,235 $1.03M 0.04% +80 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,233 $1.03M 0.01% -12 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,225 $1.03M 0.38% +847 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,203 $1.02M 0.32% +17 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,200 $1.01M 0.05% -18 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,199 $1.01M 0.54% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,197 $1.01M 0.18% -123 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,196 $1.01M 0.23% -165 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,194 $1.01M 0.09% -45 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,190 $1.01M 0.72% 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,189 $1.01M 0.21% +121 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,172 $1M 1.04% 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,202 $1M 0.03% -971 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,164 $998K 0.19% +1,077 13F-HR Timeline Expect Equity LLC More: the full row for Expect Equity LLC 2,150 $991K 0.77% new 13F-HR/A Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,148 $990K 0.11% -41 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,144 $988K 0.14% -263 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,134 $984K 0.28% +36 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,133 $983K 0.24% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,125 $980K 0.48% 0 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,121 $978K 0.1% -33 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,121 $978K 0.6% -15 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,117 $976K 0.01% -175 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,114 $975K 0.01% +80 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,110 $973K 0.16% +48 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,109 $972K 0.07% -27 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,100 $968K 0.74% +31 13F-HR Timeline Warm Springs Advisors Inc. 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