PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,380 $1.06M 0.57% +222 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,378 $1.06M 0.58% -890 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,344 $1.06M 0.28% -100 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,371 $1.06M 0.58% +21 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,283 $1.06M 0.36% -563 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,367 $1.06M 0.04% -3,013 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,286 $1.06M 0.56% +2 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,365 $1.06M 0.24% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,364 $1.06M 0.53% +1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,359 $1.05M 0.08% +376 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,355 $1.05M 0.23% +331 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,352 $1.05M 0.02% -20 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,330 $1.04M 0.13% -1,057 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,316 $1.03M 0.35% +797 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,307 $1.03M 0.38% -25 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,307 $1.03M 0.09% +34 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,324 $1.03M 0.48% +388 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,297 $1.03M 0.68% +291 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,274 $1.02M 0.16% +1,802 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,272 $1.01M 0.49% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,268 $1.01M 0.23% -374 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 2,264 $1.01M 0.47% +73 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,261 $1.01M 0.92% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,259 $1.01M 0.13% +226 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,249 $1M 0.17% +10 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,237 $999K 0.05% +107 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,231 $997K 0.36% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,225 $994K 0.28% +30 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,225 $994K 0.11% +330 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,224 $994K 0.1% +22 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,221 $992K 0.92% +125 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,220 $992K 0.07% -135 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,219 $991K 0.03% -5 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,219 $991K 0.68% +887 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,217 $990K 0.6% -26 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,214 $989K 0.55% +603 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 2,212 $988K 1.18% +210 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,210 $987K 0.02% +66 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,209 $987K 0.08% -2,270 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,204 $985K 0.27% -121 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,200 $983K 0.04% +200 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,198 $982K 0.05% +210 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,186 $977K 0.44% +154 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,186 $977K 0.24% -200 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,184 $976K 0.7% +623 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,184 $975K <0.01% +663 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,065 $973K 0.03% +358 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,178 $973K 0.11% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,174 $971K 0.03% +505 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,173 $970K 0.04% -19 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,170 $970K 0.16% +6 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,167 $968K 0.1% -1,761 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,160 $965K 0.92% -279 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,159 $964K 1.01% -37 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,157 $964K 0.55% -117 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,155 $963K 0.06% -68 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 2,145 $958K 0.56% +16 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,145 $958K 0.01% -155 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,140 $956K 0.66% +16 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,139 $956K 0.03% +149 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,128 $951K 0.18% -29 13F-HR Timeline Group City State Bank More: the full row for City State Bank 2,127 $950K 0.31% +200 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,126 $950K 0.47% -5 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,125 $949K 0.1% -13 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,122 $948K 0.04% -3,563 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,121 $947K 0.04% -120 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,121 $947K 0.06% +34 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,117 $946K 0.19% -803 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,117 $946K 0.04% -471 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 2,113 $944K 0.24% +28 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,111 $943K 0.03% +20 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,110 $942K 0.07% +335 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,102 $939K 0.11% +272 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,094 $935K 0.08% -264 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,092 $934K 0.39% -17 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,086 $932K 0.16% -5 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,086 $932K 0.31% -6,383 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,083 $930K 0.05% +497 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,082 $930K 0.61% -14 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 2,070 $925K 0.46% -48 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,069 $924K 0.1% -115 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,066 $923K 0.04% -273 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,063 $922K 0.39% +363 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,059 $920K 0.23% -103 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,056 $918K 0.18% -3 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,065 $917K 0.03% +1,294 13F-HR/A Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,040 $911K 0.41% -100 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 1,863 $905K 0.11% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,024 $904K 0.31% +574 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,016 $900K 0.28% -271 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,013 $899K 0.52% +1,504 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 2,005 $896K 0.62% +44 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,003 $895K 0.26% +988 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,003 $895K 0.06% -285 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 2,000 $893K 0.64% 0 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,000 $893K 0.05% -131 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,000 $893K 0.53% -185 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 2,000 $893K 0.87% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,000 $893K 0.34% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,991 $888K 0.14% -10 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,979 $884K 0.78% +227 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,979 $884K 0.04% 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,979 $884K 0.45% -115 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,943 $884K 0.22% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,958 $875K 0.7% +144 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,956 $874K 1.07% +5 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,954 $873K 0.18% +258 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,953 $873K 0.28% -114 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,944 $868K 0.72% -35 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,941 $867K 0.13% +151 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,937 $865K 0.09% -779 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,936 $865K 0.26% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,935 $864K 0.24% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,930 $862K 0.69% -44 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,927 $861K 0.17% -185 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,925 $860K 0.11% -3 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,923 $859K 0.06% -5,309 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,921 $858K 0.34% -157 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,918 $857K 0.25% -31 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,917 $856K 0.31% +100 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,870 $853K -5 Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,909 $853K 0.22% -35 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,908 $852K 0.6% -41 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,907 $852K 0.2% +222 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,905 $851K 0.21% +1,100 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,900 $849K 0.27% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,900 $848K 0.02% +268 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,896 $847K 0.05% +144 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,894 $846K 0.12% -391 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,780 $845K 0.16% +40 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,888 $843K 0.26% +40 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,882 $841K 0.09% +60 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,880 $840K 0.1% -142 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,874 $837K 0.35% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,869 $835K 0.38% -50 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,866 $834K 0.11% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,864 $832K 0.06% -25 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,863 $832K <0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,860 $831K 0.07% -261 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,703 $828K 0.27% +26 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,853 $828K 0.69% +107 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,852 $827K 0.14% +200 13F-HR/A Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,849 $826K 0.62% -28 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,848 $826K 0.27% -190 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,844 $824K 0.32% +71 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,842 $823K 0.16% -462 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,837 $820K 0.32% +437 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,837 $820K 0.18% +247 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,828 $817K 0.13% +443 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,827 $816K 0.4% -150 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,820 $813K 0.04% +1,057 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,815 $811K 0.58% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,815 $811K 0.06% +96 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,814 $810K 0.02% -157 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,812 $810K 0.09% +479 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,812 $809K 0.02% +1,224 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,809 $808K 0.45% -10 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,804 $806K 0.61% +9 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,801 $805K 0.6% -12 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,801 $805K 0.04% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,799 $804K 0.06% +5 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,810 $802K 0.4% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,792 $801K 0.31% -83 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,811 $800K 0.08% -370 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,789 $799K 0.37% +143 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,784 $797K 0.3% +29 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,782 $796K 0.22% +18 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,780 $795K 0.19% +485 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,778 $794K 0.09% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,771 $791K 0.17% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,770 $791K 0.1% +102 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,770 $791K 0.33% -22 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,769 $790K 0.05% -75 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,767 $789K 0.13% +45 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,766 $789K 0.17% -40 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,765 $789K 0.14% +9 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,764 $788K 0.01% -35 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,758 $785K 0.05% +29 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,755 $784K 0.5% +43 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,754 $783K 0.06% +97 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,635 $781K 0.34% -187 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,745 $780K 0.02% -275 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,738 $776K 0.07% +241 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,628 $775K 0.07% new 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,730 $773K 0.49% -3,505 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 1,720 $768K 0.01% +40 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,713 $765K 0.18% +43 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,710 $764K 0.72% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,710 $764K 0.57% +103 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,709 $763K 0.03% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,709 $763K 0.22% -140 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,698 $759K 0.2% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,697 $758K <0.01% -89 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,696 $758K 0.11% -7 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,694 $757K 0.59% -74 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,692 $756K 0.09% -77 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,690 $755K 0.02% -276 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,685 $753K 0.06% +117 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,679 $750K 0.32% +44 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,678 $750K 0.77% +195 13F-HR Timeline