Broderick Brian C More: the full row for Broderick Brian C 7,496 $5.72M 1.09% +985 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,494 $5.72M 0.15% -1,514 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,476 $5.7M 0.28% -2,048 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,466 $5.7M 0.78% -532 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,451 $5.68M 0.42% +312 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 7,425 $5.67M 2.43% +5,125 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,408 $5.65M 0.09% +686 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,393 $5.64M 0.58% +27 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 7,392 $5.64M -47 Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 7,387 $5.64M 3.5% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,387 $5.64M 3.43% -7 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,365 $5.62M 2.69% -35 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,361 $5.62M 0.98% -461 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,348 $5.61M 0.49% +23 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,344 $5.6M 0.43% -327 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,280 $5.57M 1.89% +172 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,289 $5.56M 0.2% -171 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,280 $5.55M 0.94% +3,789 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,268 $5.55M 0.23% -19,720 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,261 $5.54M 1.69% +45 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 7,223 $5.51M 0.7% -162 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 7,200 $5.49M 4.69% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,184 $5.48M 0.69% -126 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 7,141 $5.45M 3.22% +104 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,141 $5.45M 0.51% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 7,119 $5.43M 0.01% -181,391 13F-HR Timeline Group Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 7,106 $5.42M 1.48% -4,248 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 7,095 $5.41M 4.24% -25 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,089 $5.41M 2.41% +23 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,074 $5.4M 0.31% +1,342 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,069 $5.39M 0.04% +451 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,056 $5.38M 0.33% +573 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 7,052 $5.38M 2.49% -162 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,016 $5.35M 0.94% +4,039 13F-HR Timeline Group bLong Financial, LLC More: the full row for bLong Financial, LLC 7,013 $5.35M 3.73% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 7,000 $5.34M 3.97% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,995 $5.34M 1.25% +1,230 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,994 $5.34M 0.37% -388 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,956 $5.31M 0.69% +2,028 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,950 $5.3M 1.29% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,911 $5.27M 2.24% +25 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,899 $5.26M 0.48% +10 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,420 $5.24M 0.88% +1,426 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 6,827 $5.21M 0.89% -208 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,802 $5.19M 0.3% +47 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,785 $5.18M 0.78% +5,087 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,779 $5.17M 1.52% -250 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,775 $5.17M -529 Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,772 $5.17M 0.58% -6,004 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,763 $5.16M 0.31% +51 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,746 $5.15M 0.51% -75 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 6,728 $5.13M 1.57% -9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,726 $5.13M 0.88% +1,866 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,720 $5.13M 0.26% -65 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 6,707 $5.12M 0.88% -410 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,698 $5.11M 0.37% -803 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,691 $5.11M 0.15% -562 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,690 $5.1M 0.35% +1,482 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,689 $5.1M 0.49% -5,897 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 6,681 $5.1M 1.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 6,648 $5.07M 0.14% -8,397 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,629 $5.06M 0.4% +244 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,614 $5.05M 0.4% -1,346 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,608 $5.04M 1.16% +132 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,607 $5.04M 0.17% +498 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,605 $5.04M 0.06% +66 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,576 $5.02M 0.72% +1,435 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,559 $5M 0.65% +250 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,530 $4.98M 0.18% +183 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 6,526 $4.98M 1.94% -2,024 13F-HR Timeline InvesTrust More: the full row for InvesTrust 6,514 $4.97M 1.82% -14 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,500 $4.96M 1.4% +17 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,448 $4.92M 0.7% +68 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,442 $4.92M 1.28% +49 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,442 $4.92M 0.49% -74 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,430 $4.91M 0.21% +315 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,396 $4.88M 0.19% +276 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,386 $4.87M 0.52% +230 13F-HR Timeline American Trust More: the full row for American Trust 6,385 $4.87M 0.41% +263 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,371 $4.86M 0.19% -24 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,353 $4.85M 0.59% -52 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,352 $4.85M 0.24% +1,881 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,340 $4.84M 2.61% +96 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,334 $4.83M 0.21% +108 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,307 $4.81M 2.11% +45 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,303 $4.81M 0.42% +6 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6,287 $4.8M 0.69% -629 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,202 $4.79M 0.58% -10,824 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,277 $4.79M 1.08% -823 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 6,264 $4.78M 0.3% +614 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 6,258 $4.77M 1% -107 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 6,242 $4.76M 0.76% +1,393 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,210 $4.74M 0.12% +1,551 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,203 $4.73M 1.06% +75 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 6,202 $4.73M 0.89% +818 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,190 $4.72M 0.16% +232 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,188 $4.72M 0.15% +750 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,179 $4.71M 0.14% +4,165 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,178 $4.71M 0.22% -996 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,174 $4.71M 0.61% +107 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,165 $4.7M 0.36% +311 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,493 $4.7M 0.26% +233 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,151 $4.69M 0.33% +217 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,142 $4.69M 0.16% -584 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,143 $4.69M 1.65% -157 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,129 $4.68M 0.55% -227 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,110 $4.66M 0.24% -70 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,073 $4.63M 0.4% +630 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,070 $4.63M 0.53% +38 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 6,069 $4.63M 0.05% -1,181 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,047 $4.61M 0.57% +471 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,041 $4.61M 0.77% +40 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,037 $4.61M 0.13% +463 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,034 $4.6M 0.54% +3,159 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 6,024 $4.6M 0.57% +192 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,020 $4.59M 2.2% -58 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 6,018 $4.59M 1.06% -26 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,973 $4.56M 0.67% -56 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 5,973 $4.56M 0.59% +1,745 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,963 $4.55M 0.23% +3,100 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,960 $4.55M 0.14% +320 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,954 $4.54M 0.85% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 5,948 $4.54M 1.32% -120 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,944 $4.54M 0.17% +358 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,943 $4.53M 1.7% +1,500 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,941 $4.53M 0.69% -3,080 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,931 $4.53M 2.06% +20 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,902 $4.5M 0.1% +158 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,898 $4.5M 0.1% -24 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,880 $4.49M 0.38% +322 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,870 $4.48M 0.17% -1,366 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,870 $4.48M 0.53% +425 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 5,866 $4.48M 0.21% +863 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,854 $4.47M 0.53% -203 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,852 $4.46M 1.88% +236 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,825 $4.44M 0.07% -922 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,814 $4.44M 1.86% +67 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,787 $4.42M 0.06% +363 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,784 $4.41M 0.46% -160 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,767 $4.4M 1.62% -26 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 5,756 $4.39M 1.39% 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 5,743 $4.38M 0.43% +989 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 5,732 $4.37M 0.78% +986 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,694 $4.34M 0.3% +508 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,692 $4.34M 0.59% -290 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 5,675 $4.33M 1.22% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,675 $4.33M 1.02% -183 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,655 $4.31M 0.36% -2,095 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,213 $4.31M 1.2% +274 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,250 $4.31M 0.12% +605 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,639 $4.3M 0.25% -3,308 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,633 $4.3M 2.64% +260 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,234 $4.29M 0.69% -80 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,620 $4.29M 2.19% -77 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,614 $4.28M 0.41% +425 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,611 $4.28M 1.56% -318 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,595 $4.28M 0.27% +735 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,601 $4.27M 0.39% -579 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,586 $4.26M 0.81% -1 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,567 $4.25M 1.51% +1 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,552 $4.24M 0.25% -292 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,545 $4.23M 1.93% +171 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,540 $4.23M 0.33% -1,236 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,527 $4.22M 1.25% +163 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,180 $4.21M 0.56% +608 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,500 $4.2M 0.15% +300 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,495 $4.19M 0.12% -467 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,494 $4.19M 2.27% -43 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,471 $4.17M 0.26% -243 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,461 $4.17M 0.21% -7,882 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,453 $4.16M 0.91% +1,864 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,433 $4.15M 0.36% +2,273 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,424 $4.14M 0.24% +3,879 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,423 $4.14M 1.14% +491 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,411 $4.13M 0.37% +1,338 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,398 $4.12M 0.35% -151 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,380 $4.1M 1.01% -332 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,375 $4.1M 1.02% -163 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,365 $4.09M 1.05% -756 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,365 $4.09M 0.36% +2,837 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,348 $4.08M 0.23% +1,009 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,310 $4.05M 1.04% +556 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,302 $4.05M 0.34% +108 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,285 $4.03M 0.15% +479 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,248 $4M 0.71% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,247 $4M 0.02% -5,212 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,234 $3.99M 2.41% +206 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,234 $3.99M 0.41% -10 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,230 $3.99M 0.35% +209 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,219 $3.98M 0.98% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,217 $3.98M 1.17% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,209 $3.97M 0.56% +682 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,836 $3.97M -94 Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 5,200 $3.97M 0.46% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 5,189 $3.96M 0.97% +1,860 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,276 $3.96M 0.15% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,183 $3.95M 1.87% -140 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,176 $3.95M 0.46% +3,942 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,175 $3.95M 0.88% +1,150 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,166 $3.94M 0.48% +42 13F-HR Timeline