Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 17,697 $5.17M 1.95% +140 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 17,697 $5.17M 0.19% +22 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,696 $5.17M 0.37% -1,092 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 17,688 $5.17M 0.11% -8,274 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,643 $5.15M 0.22% -166 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 17,564 $5.13M 1.53% +539 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 17,517 $5.12M 1.23% +8 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 17,508 $5.12M 2.28% -461 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 17,438 $5.09M 0.17% +620 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,436 $5.09M 0.49% +344 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,387 $5.08M 0.48% -887 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 17,377 $5.08M 1.2% +120 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,363 $5.07M 0.25% -3,009 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17,325 $5.06M 0.11% +225 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 17,261 $5.04M 0.36% +29 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 17,233 $5.03M 0.63% -8,839 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,768 $5.02M 0.19% -82 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,135 $5.01M 0.11% +359 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 17,122 $5M 0.09% +109 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 17,116 $5M 2.47% -630 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 17,109 $5M 1.23% -309 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,075 $4.99M 0.18% -2,034 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 17,070 $4.99M 0.55% -204 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 17,058 $4.98M 2.22% +2,660 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,050 $4.98M 0.12% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 16,901 $4.96M 0.53% +697 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,943 $4.95M 0.3% -6,896 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 16,926 $4.95M 1.26% -165 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,890 $4.93M 0.12% -10,901 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,882 $4.93M 0.41% -1 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,857 $4.93M 0.09% -20 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,828 $4.92M 0.2% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,823 $4.92M 0.15% +76 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,808 $4.91M 0.07% +440 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,711 $4.88M 0.06% +1,262 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 16,624 $4.86M 0.06% -5,910 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 16,592 $4.85M 0.53% -800 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,535 $4.83M 0.2% +9,842 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,510 $4.82M 0.95% -80 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 16,493 $4.82M 0.57% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,439 $4.8M 0.19% -1,085 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 16,431 $4.8M 1.16% -68 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,385 $4.79M -1,849 Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 16,259 $4.75M 1.8% +416 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 16,168 $4.72M 0.3% -65 13F-HR Timeline Group ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 16,065 $4.69M 4.35% -208 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 16,059 $4.69M 0.57% -192 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,968 $4.67M 0.09% +425 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 15,901 $4.65M 0.58% -187 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 15,847 $4.63M 0.4% +3,162 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,659 $4.58M 0.43% +187 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15,643 $4.57M 0.2% +519 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 15,631 $4.57M 0.05% +1,002 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 15,617 $4.56M 0.15% +11,546 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,605 $4.56M 0.12% +1,756 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 15,600 $4.56M 0.54% +501 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 15,574 $4.55M 1.64% -400 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,482 $4.52M 0.28% -177 13F-HR Timeline Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 14,682 $4.5M 4.46% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,397 $4.5M 0.24% -667 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 15,329 $4.48M 0.22% +338 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,285 $4.47M 0.17% -99 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 15,051 $4.4M 0.28% +57 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 15,000 $4.38M 2.37% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,928 $4.36M 0.19% +342 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,910 $4.36M 1.05% -3 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,648 $4.36M -713 Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,869 $4.34M 0.1% +1,344 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,800 $4.32M 0.3% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 14,736 $4.31M 0.22% -157 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,702 $4.3M 0.25% -65 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,644 $4.28M 0.43% -1,460 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,636 $4.28M 0.38% -304 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,624 $4.27M 0.11% +1,565 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 14,620 $4.27M +1,245 Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,619 $4.27M 1.43% +12,096 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 14,600 $4.27M 2.84% 0 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,597 $4.26M 0.07% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 14,597 $4.26M 1.29% +153 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 14,585 $4.26M 0.24% +707 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 14,550 $4.25M 0.37% -92 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,513 $4.24M 0.39% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,497 $4.24M 0.27% +3,299 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,184 $4.23M 0.11% +100 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,489 $4.23M 0.35% +31 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 14,485 $4.23M 0.28% -1,571 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 14,242 $4.23M 1.33% +569 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,465 $4.23M 0.48% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,448 $4.22M 0.94% -440 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 14,355 $4.19M 1.23% +8,355 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,217 $4.15M 0.14% +2 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 14,208 $4.15M 0.86% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,206 $4.15M 0.52% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 14,200 $4.15M 0.96% -77 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,142 $4.13M 0.35% -822 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,139 $4.13M 0.28% -1,346 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 14,078 $4.11M 2.36% -478 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 14,025 $4.1M 0.02% +107 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 14,018 $4.1M 0.77% +64 13F-HR Timeline InvesTrust More: the full row for InvesTrust 13,924 $4.07M 1.57% -13,740 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 13,901 $4.06M 0.32% +92 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 13,871 $4.05M 1.92% -1,119 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,837 $4.04M 0.31% +214 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,818 $4.04M 0.37% +52 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,810 $4.03M 0.15% -1,084 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 13,748 $4.02M 0.47% -385 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,745 $4.02M 0.27% +1,607 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,744 $4.02M 0.27% -1,052 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,680 $4M 0.16% +74 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 13,589 $3.97M 2.19% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,509 $3.95M 0.07% -546 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 13,505 $3.95M 1.22% +482 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,466 $3.93M 0.03% +417 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,448 $3.93M 0.85% +140 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 13,410 $3.92M 0.81% +2,016 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,352 $3.92M +1,519 Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,405 $3.92M 2.58% -178 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,388 $3.91M 0.23% +701 13F-HR Timeline Group AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 13,371 $3.91M 2.34% -32 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,362 $3.9M 0.1% +1,484 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,335 $3.9M 0.44% -126 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 13,298 $3.88M 0.13% +5,233 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 13,224 $3.86M 1.61% -27 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 13,215 $3.85M 0.73% +6,596 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 13,155 $3.84M 2.9% -9 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,154 $3.84M 0.51% -398 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 13,115 $3.83M 0.72% -280 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,108 $3.83M 0.19% -32,494 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,094 $3.83M 0.28% -191 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 13,086 $3.82M 0.14% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,033 $3.81M 0.62% +10 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,004 $3.8M 0.1% -2,513 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,000 $3.8M 0.15% 0 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 13,000 $3.8M 4.45% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 12,989 $3.79M 0.18% +168 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 12,955 $3.79M 1.02% +570 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,939 $3.78M -331 Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 12,938 $3.78M 0.66% +312 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,936 $3.78M 1.31% +199 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 12,869 $3.76M 0.27% +3,504 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,859 $3.76M 0.31% +286 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 12,859 $3.76M 0.3% -200 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,830 $3.75M 0.47% -49 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,784 $3.74M 0.21% -114 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,775 $3.73M 0.07% +9,789 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12,735 $3.72M 2.26% -134 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,668 $3.7M 0.13% -16,466 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,625 $3.69M 0.17% -284 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,597 $3.68M 0.88% +313 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,585 $3.68M 0.1% +615 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 12,579 $3.68M 0.65% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,573 $3.67M 0.34% -163 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 12,564 $3.67M 0.71% +64 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 12,556 $3.67M 0.42% -1,109 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,544 $3.66M 0.26% +227 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,525 $3.66M 0.23% +542 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,508 $3.65M 0.25% +866 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,495 $3.65M 0.12% +3,604 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,474 $3.64M 0.22% +867 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,454 $3.64M 0.1% +1,548 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,437 $3.63M 0.65% -490 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,432 $3.63M 0.24% -138 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 12,425 $3.63M 0.01% +712 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,417 $3.63M 0.42% -156 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,342 $3.61M 0.08% +691 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,324 $3.6M 3.3% +40 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,283 $3.59M 0.25% -134 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 12,275 $3.59M 2.01% -100 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 12,271 $3.59M 0.06% new 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 12,268 $3.58M 1.22% 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 11,353 $3.57M 0.31% -728 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 12,169 $3.56M 0.8% +723 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,139 $3.55M 0.14% -1,118 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,102 $3.54M 1.14% +158 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,086 $3.53M 1.58% -2,254 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,046 $3.52M 0.96% +5,900 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 12,042 $3.52M 0.82% +105 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 12,024 $3.51M 1.51% +950 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,950 $3.51M 0.1% +4,751 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,984 $3.5M 0.66% -67 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,961 $3.49M 0.55% -273 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,954 $3.49M 0.96% -132 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,949 $3.49M 1.47% +11 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 11,892 $3.47M 1.36% +521 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 11,884 $3.47M 1.94% +951 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,857 $3.46M 0.37% -46 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,840 $3.46M 0.07% +276 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 11,840 $3.46M 1.61% +56 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. 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