Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,969 $2.04M 0.3% +129 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,964 $2.04M 0.11% +141 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,958 $2.03M 1.13% -21 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,957 $2.03M 0.56% -4,157 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,954 $2.03M 0.04% +676 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,950 $2.03M 0.22% -1,126 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,948 $2.03M 0.13% -75 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,934 $2.02M 1.63% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,927 $2.02M 0.41% +159 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,926 $2.02M 0.26% -112 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,925 $2.02M 0.12% -825 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,925 $2.02M 0.27% +3,044 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,920 $2.01M 0.25% +146 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,524 $2.01M 0.12% +639 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,903 $2M 0.18% -132 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 3,900 $2M 0.07% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,900 $2M 0.32% -2,600 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,898 $2M 0.18% -51 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,895 $2M 0.33% +490 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,887 $2M 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,886 $2M 0.12% +134 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,866 $1.99M 0.17% +311 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,855 $1.98M 0.2% +75 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,850 $1.98M 0.9% -141 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,841 $1.97M 0.15% +1,508 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 3,833 $1.97M 0.43% -2 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,817 $1.96M 0.06% +64 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,770 $1.94M 0.1% -105 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,766 $1.93M 0.18% -69 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,765 $1.93M 0.11% -73,441 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,755 $1.93M 0.14% +315 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,755 $1.93M 0.15% -28 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,749 $1.93M 0.17% +142 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,748 $1.92M 0.93% -45 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 3,740 $1.92M 1.31% -15 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,738 $1.92M 0.09% +3,003 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,713 $1.91M 0.04% +2,515 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,706 $1.9M 0.33% +1,573 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,703 $1.9M 0.33% +360 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,700 $1.9M 0.51% +339 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,403 $1.89M 0.13% -400 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,685 $1.89M 0.07% +381 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,683 $1.89M 0.28% +231 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,680 $1.89M 0.54% -61 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,640 $1.89M 0.52% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,673 $1.89M 0.16% -3 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,667 $1.88M 0.02% +62 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 3,658 $1.88M 0.99% -495 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,641 $1.87M 0.2% -2,631 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,636 $1.87M 0.66% -41 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,631 $1.87M 0.05% -108 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,628 $1.86M 0.03% -104 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,611 $1.85M 0.26% -6 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,589 $1.84M 0.17% -127 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,570 $1.83M 0.05% +92 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,235 $1.83M 1.36% +38 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,563 $1.83M 0.98% +88 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,557 $1.83M 0.24% +1,198 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,552 $1.82M 0.23% +184 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,551 $1.82M 0.66% -42 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,547 $1.82M 0.17% +2,741 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,545 $1.82M 0.55% -4,944 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,541 $1.82M 0.21% +286 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 3,512 $1.8M 0.28% -66,950 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 3,498 $1.8M 1.12% +769 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,498 $1.8M 0.06% +3,083 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,496 $1.8M 0.33% +877 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 3,487 $1.79M 0.92% -183 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,469 $1.78M 0.8% -725 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,107 $1.78M 0.48% -127 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,552 $1.77M 0.39% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,446 $1.77M 0.02% -232 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,446 $1.77M 0.09% -624 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,441 $1.77M 0.58% -18 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,431 $1.76M 0.13% +219 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,422 $1.76M 0.26% +365 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,422 $1.76M 0.17% +160 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 3,421 $1.76M 0.57% 0 13F-HR/A Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 3,411 $1.75M 0.91% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,408 $1.75M 0.1% -338 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,407 $1.75M 0.05% +402 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,404 $1.75M 0.17% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,399 $1.75M 0.7% -45 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,394 $1.74M 0.18% +1,938 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,388 $1.74M 0.16% -132 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,379 $1.74M 1.25% -62 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,378 $1.74M 0.26% +84 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,375 $1.73M 0.47% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,356 $1.72M 0.14% -734 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,354 $1.72M 0.09% +43 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,345 $1.72M 0.18% +25 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,344 $1.72M 0.43% -58 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,329 $1.71M 0.25% -719 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,045 $1.71M 0.52% +52 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,315 $1.7M 0.12% -800 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,313 $1.7M 0.78% -386 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,312 $1.7M 0.29% +416 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,310 $1.7M 1.01% -67 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,299 $1.69M 0.1% +665 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,299 $1.69M 0.82% -41 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,299 $1.69M 0.18% -34 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,282 $1.69M 0.11% -311 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,282 $1.69M 0.22% -310 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,273 $1.68M 0.06% -128 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,261 $1.68M 0.04% +149 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,341 $1.67M 0.27% -89 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,247 $1.67M 0.38% 0 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,234 $1.66M 0.34% +20 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,175 $1.66M 0.02% +587 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,227 $1.66M 0.17% +16 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,212 $1.65M 0.71% -2,131 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,204 $1.65M 0.11% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,202 $1.64M 0.44% -9 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,200 $1.64M 0.16% -3,254 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,918 $1.64M 0.12% +251 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,197 $1.64M 0.42% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,188 $1.64M 0.09% +47 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,185 $1.64M 0.48% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,184 $1.64M 0.4% -1,000 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,180 $1.63M 0.1% +214 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,174 $1.63M 0.04% +67 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,175 $1.63M 1.26% +400 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,170 $1.63M 0.78% -49 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,167 $1.63M 0.05% -33 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,154 $1.62M 0.06% +1,923 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,141 $1.61M 0.91% +2 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,139 $1.61M 0.2% +77 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,135 $1.61M 0.34% -215 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,129 $1.61M 0.33% +9 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,118 $1.6M 0.11% +318 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,106 $1.6M 0.17% +927 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 3,100 $1.59M 0.51% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,097 $1.59M 0.19% +432 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,979 $1.59M 0.2% -213 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,175 $1.59M 0.5% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,149 $1.59M 0.19% +47 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,070 $1.58M 0.05% +89 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,055 $1.57M 0.18% +1,214 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,045 $1.56M 0.5% -91 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,043 $1.56M 0.92% -28,554 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,989 $1.56M 0.32% -2 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,038 $1.56M 0.06% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,031 $1.56M 0.58% -10 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,031 $1.56M 0.2% +40 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,030 $1.56M 0.12% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,029 $1.56M 0.74% +13 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,027 $1.55M 0.2% -269 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,017 $1.55M 0.14% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,014 $1.55M 0.51% -221 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,013 $1.55M 0.26% -710 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,868 $1.55M 0.47% -59 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,009 $1.55M 0.09% +459 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,000 $1.54M 0.28% +21 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,000 $1.54M 0.31% 0 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 3,000 $1.54M 1.64% +2,000 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,000 $1.54M 0.32% -90 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 2,997 $1.54M 0.18% +73 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,996 $1.54M 1.06% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,994 $1.54M 0.22% +3 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,990 $1.54M 0.32% -5,035 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,977 $1.53M 0.84% +325 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,974 $1.53M 0.1% -295 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,967 $1.52M 0.17% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,963 $1.52M 0.37% +58 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,955 $1.52M 0.25% -4,634 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,952 $1.52M 0.15% +359 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,951 $1.52M 0.44% +44 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,947 $1.51M 0.09% -182 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,946 $1.51M 0.29% +26 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,946 $1.51M 0.47% -174 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 2,944 $1.51M 0.04% new 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,932 $1.51M 0.55% -86 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,932 $1.51M 0.36% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,931 $1.51M 0.16% -180 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,927 $1.5M 1.41% +254 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,920 $1.5M 0.49% +80 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,920 $1.5M 0.28% +2 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,918 $1.5M 0.04% -74 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,883 $1.5M 0.22% +908 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,897 $1.49M 0.17% +58 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,784 $1.49M 0.88% -12 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,887 $1.48M 0.6% +1,136 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,880 $1.48M 0.34% +195 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,868 $1.47M 0.05% -114 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,867 $1.47M 0.43% +68 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,854 $1.47M 0.15% +164 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,854 $1.47M 0.68% +1 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,851 $1.46M 0.79% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,851 $1.46M 0.3% +20 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,842 $1.46M 0.17% +21 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,841 $1.46M 0.05% +348 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,840 $1.46M 0.16% -6 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,821 $1.45M 0.11% -21 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,819 $1.45M 0.51% -266 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,815 $1.45M 0.07% -206 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,741 $1.44M 0.22% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,617 $1.44M 0.6% -103 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,806 $1.44M 0.26% +259 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,803 $1.44M 0.68% -20 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,799 $1.44M 0.41% -114 13F-HR Timeline