FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,458 $3.07M 0.28% -46 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,424 $3.07M 1.87% +120 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,405 $3.05M 0.53% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,394 $3.04M 0.3% -10 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,388 $3.03M 0.11% -44 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,375 $3.02M 0.02% +21 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,366 $3.02M 1.03% -19 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 3,340 $2.99M 0.31% +2,378 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,326 $2.98M 0.1% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,322 $2.98M 1.32% -53 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,322 $2.98M 0.09% +229 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,311 $2.97M 2.15% -419 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,300 $2.96M 0.11% -152 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,249 $2.91M 1.68% -469 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,226 $2.89M 0.62% +25 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,200 $2.87M -257 Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,190 $2.86M 2.37% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,177 $2.85M 1.13% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,140 $2.81M 0.78% +173 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,129 $2.8M 0.56% -62 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,110 $2.79M 0.11% -279 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,103 $2.78M 0.34% +2,130 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,056 $2.74M 0.02% +128 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,050 $2.73M 0.17% +58 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,046 $2.73M 0.63% -15 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,040 $2.72M 1.31% -6 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,038 $2.72M 0.34% -158 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,037 $2.72M 0.03% +862 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,030 $2.71M 0.17% 0 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,020 $2.71M 2.14% -629 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 3,007 $2.69M 1.18% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,984 $2.67M 0.15% +150 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,983 $2.67M 0.22% +182 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,948 $2.64M 0.17% -5 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,931 $2.63M 0.22% +579 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 2,931 $2.63M 0.07% -10 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,888 $2.59M 0.99% -115 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,882 $2.58M 0.03% -6 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,876 $2.58M 0.07% +1,790 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,865 $2.57M 0.14% +136 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,829 $2.53M 0.02% +1,642 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,788 $2.5M 0.32% +184 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,778 $2.49M 1.32% +317 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,778 $2.49M 0.84% -55 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,770 $2.48M 0.14% -224 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,767 $2.48M 0.41% +48 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,765 $2.48M 0.16% +302 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,745 $2.46M 0.08% +956 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,730 $2.45M 0.05% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,724 $2.44M 0.1% +31 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,707 $2.42M 0.09% -16 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,685 $2.41M 0.66% -698 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,658 $2.38M 1.03% +141 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,371 $2.35M 0.07% -135 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,623 $2.35M 0.06% +50 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,603 $2.33M 0.03% -25,128 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,590 $2.32M 0.38% -96 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,582 $2.31M 0.06% +189 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 2,581 $2.31M 0.25% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,581 $2.31M 1.2% +46 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,567 $2.29M 0.22% -362 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,559 $2.29M 0.03% -1,225 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,540 $2.28M 0.66% -165 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,538 $2.27M 0.02% +346 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,534 $2.27M 0.09% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,531 $2.27M 0.15% +49 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) 2,501 $2.24M 0.06% -6,796 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,500 $2.24M 0.24% -3,000 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,480 $2.22M 0.87% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,468 $2.21M 0.01% -288 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,467 $2.21M 0.07% +1,796 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,461 $2.2M 0.56% -33 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,460 $2.2M 0.04% +55 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,451 $2.2M 0.57% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,423 $2.17M <0.01% -471 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,341 $2.16M 0.09% +130 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,407 $2.16M 0.03% +629 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,398 $2.15M 0.81% +22 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,398 $2.15M 0.24% new 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,397 $2.15M 1.96% +89 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,396 $2.15M 0.07% +29 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,396 $2.15M 0.37% +227 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,169 $2.13M 1.08% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,383 $2.13M 0.02% -53 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,380 $2.13M 0.24% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,359 $2.11M 0.07% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,349 $2.1M 0.05% -246 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,340 $2.1M 0.65% +991 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,318 $2.08M 0.06% -10,787 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,301 $2.06M 0.25% +14 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,284 $2.05M 0.16% -233 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,278 $2.04M 0.25% -6 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,272 $2.04M 0.42% +1,353 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,244 $2.02M 0.05% +27 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,256 $2.02M 0.17% -327 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,250 $2.02M 0.57% -300 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,231 $2M 1.05% -170 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,225 $1.99M 1.75% -25 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,212 $1.98M 0.03% -44 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,212 $1.98M 0.42% +2 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,203 $1.97M 0.07% +76 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,199 $1.97M 0.02% +409 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,193 $1.96M 0.12% -7,313 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,192 $1.96M 0.11% -59 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,188 $1.96M 0.67% -33 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,188 $1.96M 1.82% +15 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,187 $1.96M 0.21% -64 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,179 $1.95M 0.02% +137 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,157 $1.93M 0.06% +146 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,154 $1.93M 0.07% 0 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,139 $1.92M 0.06% +83 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,137 $1.91M 0.25% -290 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,127 $1.91M 0.24% +1,326 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,113 $1.89M 0.2% 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,100 $1.88M 0.46% +1,900 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,088 $1.87M 0.03% +1,426 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,082 $1.87M 0.01% +118 13F-HR/A Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,081 $1.86M 1.7% +269 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,078 $1.86M 0.12% +556 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,076 $1.86M 0.73% +38 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,038 $1.86M 0.36% -162 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,075 $1.86M 0.06% -18 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,072 $1.86M 0.08% +277 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 2,069 $1.85M 0.03% -4,139 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 2,068 $1.85M 1.26% +2 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,045 $1.83M 0.13% -563 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,041 $1.83M 0.54% -44 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 2,036 $1.82M 0.88% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,034 $1.82M 0.04% -424 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,026 $1.82M 0.23% -149 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,021 $1.81M 0.49% -101 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,008 $1.8M 0.01% -35,355 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 2,004 $1.8M 0.69% +16 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,001 $1.79M 0.2% +158 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,000 $1.79M 0.32% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,000 $1.79M 0.27% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,988 $1.78M 0.51% -62 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,979 $1.77M 0.08% +8 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,967 $1.76M 0.07% -1,238 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,963 $1.76M 0.05% -309 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,962 $1.76M 0.9% -25 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,957 $1.75M 0.22% -331 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,952 $1.75M 0.68% +2 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,950 $1.75M 0.03% +148 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,949 $1.75M 0.02% +341 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 1,938 $1.74M 2.86% -116 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,934 $1.73M 0.19% -113 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,932 $1.73M 0.08% +442 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,920 $1.72M 0.59% -8 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,919 $1.72M 0.81% +78 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,918 $1.72M 0.11% +129 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,914 $1.71M 0.76% +16 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,910 $1.71M 0.03% +409 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,901 $1.7M 0.04% -60 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,900 $1.7M 0.1% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,898 $1.7M 0.13% -22 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,896 $1.7M 0.17% +19 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,891 $1.69M 0.44% -100 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,877 $1.68M 0.03% -641 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,852 $1.66M 0.32% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,848 $1.66M 0.4% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,846 $1.65M 0.25% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,832 $1.64M 0.27% -115 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,819 $1.63M 0.13% +59 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,793 $1.61M 0.39% +179 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,788 $1.6M 0.58% +341 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 1,768 $1.58M 1.53% -211 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,764 $1.58M 0.01% -33 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,762 $1.58M 0.28% +130 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,757 $1.57M 0.27% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,757 $1.57M 0.42% -345 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,755 $1.57M 0.11% -3 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,498 $1.57M 0.26% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,750 $1.57M 0.04% -2,800 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,750 $1.57M 0.11% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,750 $1.57M 0.11% 0 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,186 $1.56M 0.37% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,672 $1.56M 0.06% +866 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,740 $1.56M 0.39% -66 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,731 $1.55M 0.09% -259 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,728 $1.55M 0.5% -240 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,725 $1.55M 0.13% -380 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,718 $1.54M 0.06% -229 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,716 $1.54M 0.5% +33 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,714 $1.54M 0.74% -70 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,706 $1.53M 0.4% +1,221 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,695 $1.52M 0.12% +31 13F-HR/A Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,687 $1.51M 0.25% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,673 $1.5M 0.6% +189 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,670 $1.5M 0.25% +3 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,657 $1.48M 0.18% -47 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,654 $1.48M 0.37% -23 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,651 $1.48M 0.36% -11 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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