Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 8,936 $5.23M 1.2% -59 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 8,922 $5.22M 1.14% +14 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,920 $5.22M 0.66% +1,348 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,917 $5.22M 0.92% +2,072 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 8,897 $5.21M 0.86% +1,062 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,858 $5.19M 2.06% -95 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 8,854 $5.18M 1.9% +196 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,826 $5.17M 0.67% -135 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,799 $5.15M 0.42% +1,264 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 8,786 $5.14M 3.36% +166 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,778 $5.14M 0.67% +616 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,765 $5.13M 0.92% +212 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 8,763 $5.13M 2.28% +640 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 11,446 $5.12M 1.34% -400 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 8,723 $5.11M 2.5% -439 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 8,716 $5.1M 0.97% -1,005 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 8,714 $5.1M 1.47% -3,026 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,704 $5.1M 1.49% +17 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 8,682 $5.08M 0.75% -75 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,629 $5.05M 2.34% -623 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 8,620 $5.05M 1.41% -7 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,122 $5.04M 0.79% +2,420 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 8,600 $5.04M 1.13% -600 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,593 $5.03M 0.65% -1,386 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 8,593 $5.03M 2.4% -1,914 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 8,553 $5.01M 1.98% 0 13F-HR/A Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,542 $5M 0.3% +1,077 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 8,540 $5M 4.19% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,520 $4.99M 0.27% -3,355 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,519 $4.99M 0.37% +5,143 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,517 $4.99M 0.61% -346 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8,472 $4.96M 1.46% +2,045 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,459 $4.95M 0.45% +302 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,453 $4.95M 1.89% -83 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 8,450 $4.95M 1.97% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,429 $4.94M 1.26% +379 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 8,415 $4.93M 0.58% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 8,400 $4.92M 0.88% +500 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,400 $4.92M 0.92% +298 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,398 $4.92M 0.65% +84 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,314 $4.87M 0.47% +140 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,303 $4.86M 0.54% 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 8,301 $4.86M 0.61% 0 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 8,295 $4.86M 4.78% 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,695 $4.86M 2.45% +236 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,027 $4.85M 1.08% +167 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 8,448 $4.85M 3.58% -69 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,275 $4.85M 1.55% +2,085 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,273 $4.84M 2.58% +749 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,259 $4.84M 0.51% +625 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,256 $4.83M 4.08% 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 8,252 $4.83M 3.68% +1,182 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,250 $4.83M 0.18% +7,158 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 8,238 $4.82M 1.63% +889 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,235 $4.82M 0.07% +158 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,234 $4.82M 3.01% -203 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,216 $4.81M 1.85% -393 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,215 $4.81M 0.8% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,210 $4.81M 2.92% +604 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,018 $4.8M 0.12% 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 8,198 $4.8M 0.92% +18 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,108 $4.79M 0.32% -64 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,177 $4.79M 0.33% +88 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,167 $4.78M 0.51% +408 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,145 $4.77M 1.27% -101 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,133 $4.76M 1.03% +976 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,133 $4.76M 3.63% -152 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 8,129 $4.76M 3.34% -14 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 8,122 $4.76M 1.26% -52 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,103 $4.74M 0.27% +864 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 8,103 $4.74M 1.31% +295 13F-HR Timeline Otter Creek Advisors, LLC More: the full row for Otter Creek Advisors, LLC 8,102 $4.74M 3.27% -1,798 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,084 $4.73M 1.18% -40 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,080 $4.73M 1.32% +63 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 8,073 $4.73M 0.93% -2,256 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,072 $4.73M 0.57% +827 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 7,500 $4.72M 1.22% new 13F-HR/A Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,053 $4.72M 2.98% +33 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 8,045 $4.71M 2.89% +6,654 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,042 $4.71M 0.49% +1,991 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 8,041 $4.71M 3.04% -137 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,037 $4.71M 0.44% +511 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,031 $4.7M 0.11% +224 13F-HR Timeline III Capital Management More: the full row for III Capital Management 8,000 $4.68M 0.79% +4,276 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,989 $4.68M 0.15% +410 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 7,984 $4.67M 2.28% +200 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 7,978 $4.67M 1.7% +1,265 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,076 $4.67M 1.48% +327 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,970 $4.67M 3.33% +48 13F-HR Timeline NEW THINKING (HONG KONG) INVESTMENT MAN… More: the full row for NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 7,945 $4.65M 50.7% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,943 $4.65M 0.97% -1,200 13F-HR/A Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 7,940 $4.65M 0.48% +2,285 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,097 $4.64M 0.41% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,915 $4.63M 0.29% +2,121 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,914 $4.63M 0.18% -326 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,914 $4.63M 1.07% -230 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,906 $4.63M 1.65% +62 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,650 $4.62M 1.01% +98 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 7,894 $4.62M 2.72% -65 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 7,878 $4.61M 0.9% -1,163 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,816 $4.58M 1.37% -144 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,813 $4.57M 0.66% 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,806 $4.57M 1.88% -141 13F-HR Timeline SoundStone Italy S.r.l. More: the full row for SoundStone Italy S.r.l. 7,800 $4.57M 2.52% -7,741 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 7,787 $4.56M 1.56% +749 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,764 $4.55M 0.63% +456 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 7,746 $4.54M 2.96% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,734 $4.53M 3.01% -270 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 7,727 $4.52M 0.3% -5 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,725 $4.52M 1.77% +415 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,715 $4.52M 0.75% +1,799 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,714 $4.52M 0.16% +583 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 7,700 $4.51M 1.71% -100 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,699 $4.51M 1.87% -272 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,673 $4.49M 0.53% +45 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 7,673 $4.49M 1.58% +1,729 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,661 $4.49M 1.65% +250 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,640 $4.47M 0.9% +5,404 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,630 $4.47M 1.21% +535 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,618 $4.46M 0.4% +334 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,606 $4.45M 1.09% +889 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 7,600 $4.45M 5.77% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 7,589 $4.44M 1.81% -334 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,590 $4.44M 0.81% +230 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,525 $4.41M 2.24% +2,909 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,452 $4.41M 0.41% +1,173 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 7,500 $4.39M 9.06% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 7,493 $4.39M 1.84% -56 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,493 $4.39M 0.57% +4,954 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,480 $4.38M 2.41% -147 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,428 $4.35M 0.65% +153 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,423 $4.35M 2.35% 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,423 $4.35M 0.51% -165 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,413 $4.34M 0.1% +479 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,401 $4.33M 0.71% +121 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,391 $4.33M 2.34% +25 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,384 $4.32M 1.52% -64 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,367 $4.31M 2.63% +270 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,352 $4.3M 4.64% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,341 $4.3M 0.5% +312 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 7,340 $4.3M 2.8% +973 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,325 $4.29M 0.75% +79 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,324 $4.29M 3.37% -25 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,311 $4.28M 0.56% -105 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 7,307 $4.28M 0.88% +30 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 7,299 $4.27M 1.74% +37 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,299 $4.27M 1.11% -2 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,678 $4.27M 1.14% 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 7,296 $4.27M 3.38% +208 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 7,295 $4.27M 1.96% -368 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,290 $4.27M 0.76% -698 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,289 $4.27M 2.41% -544 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 7,286 $4.27M 1.67% -201 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,281 $4.26M 0.38% -361 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,280 $4.26M 2.69% +1,080 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,276 $4.26M 0.6% -1,057 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 7,275 $4.26M 1.8% +3,073 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 7,251 $4.25M 2.13% +525 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,226 $4.23M 0.06% +79 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,224 $4.23M 0.42% -192 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 7,150 $4.23M 6.85% -3,720 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,183 $4.21M 0.26% -951 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,183 $4.21M 1.86% +134 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,135 $4.18M 1.29% +36 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 7,132 $4.18M 4.25% -401 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 7,120 $4.17M 0.19% -640 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,113 $4.16M 0.69% -170 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,100 $4.16M 0.5% +153 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,094 $4.15M 0.69% 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 7,083 $4.15M 3.32% +8 13F-HR Timeline Arvin Capital Management LP More: the full row for Arvin Capital Management LP 7,064 $4.14M 1.66% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,060 $4.13M 0.21% -100 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,057 $4.13M 0.15% +572 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 7,052 $4.13M 3.12% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,037 $4.12M 0.4% +415 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,035 $4.12M 0.34% +719 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,030 $4.12M 0.22% +34 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 7,029 $4.12M -194 Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 7,002 $4.1M +679 Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 6,991 $4.09M 0.4% -2,374 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,976 $4.08M 0.35% +528 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,975 $4.08M 1.98% +47 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,972 $4.08M 0.46% +150 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,948 $4.07M 0.25% -12 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,937 $4.06M 0.14% +186 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33,478 $4.06M 0.39% -53 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 6,921 $4.05M 0.96% +8 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,920 $4.05M 0.61% +104 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,919 $4.05M 0.14% +847 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,918 $4.05M 1.57% +206 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,915 $4.05M 0.21% -2,173 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,900 $4.04M 0.43% +1,097 13F-HR/A Timeline Finivi Inc. More: the full row for Finivi Inc. 6,885 $4.03M 3.22% -228 13F-HR Timeline American Trust More: the full row for American Trust 6,881 $4.03M 0.31% -49 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,869 $4.02M 0.88% +3 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 6,859 $4.02M 1.78% +1,142 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 6,857 $4.01M 1.43% -372 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 6,854 $4.01M 1.26% +409 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 6,850 $4.01M +3,425 Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,832 $4M 0.88% +417 13F-HR Timeline