Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 9,574 $2.34M 1.3% -416 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,538 $2.33M 1.08% -121 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,539 $2.33M 0.04% -242 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,499 $2.32M 0.24% +862 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,439 $2.32M 0.13% -190 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,419 $2.3M 0.14% +715 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 9,384 $2.29M 0.88% -40 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,243 $2.26M 0.38% -85 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,144 $2.23M 0.08% +5,671 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,143 $2.23M +944 Timeline Andra AP-fonden More: the full row for Andra AP-fonden 9,110 $2.22M 0.04% -26,390 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,936 $2.18M 0.07% -135 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,870 $2.16M 0.32% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,805 $2.15M 0.03% -339 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,783 $2.14M 0.3% -4,868 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,753 $2.14M 0.06% +134 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,694 $2.12M 0.25% +1,443 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,669 $2.12M 0.04% -170 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 8,652 $2.11M 0.14% -251 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,649 $2.11M 0.59% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,648 $2.11M 0.26% +410 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,624 $2.1M 0.05% +914 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,588 $2.1M 0.04% -387 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,576 $2.09M 0.44% -183 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 8,500 $2.07M 0.62% -1,500 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,395 $2.05M 2.5% +1,699 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,333 $2.03M 0.57% +51 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,276 $2.02M 0.04% +199 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,268 $2.02M 0.02% +4,687 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,249 $2.01M 0.73% +534 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 8,229 $2.01M 0.52% -13 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,184 $2M 0.02% -867 13F-HR/A Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 8,134 $1.98M 0.08% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,095 $1.98M 0.03% -1 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,072 $1.97M 0.16% +445 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,887 $1.92M 0.02% +4 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,854 $1.92M 0.09% +5,956 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,846 $1.91M 0.54% +1,616 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 7,836 $1.91M 0.36% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,759 $1.89M 0.52% +26 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,749 $1.89M 0.29% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 7,654 $1.87M 0.32% +93 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,640 $1.86M 0.07% +6 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,511 $1.83M 0.37% -2,222 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,501 $1.83M 0.1% +18 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,833 $1.83M 0.09% +398 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 7,482 $1.83M 0.18% +437 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,479 $1.83M 0.06% +47 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 7,398 $1.8M +3,661 Timeline MAI Capital Management More: the full row for MAI Capital Management 7,379 $1.8M 0.01% +106 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,357 $1.8M 0.03% -659 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,353 $1.79M 0.24% -1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,286 $1.78M 0.04% +286 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,254 $1.77M 0.14% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,247 $1.77M 0.06% +49 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 7,216 $1.76M 0.07% -904 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,146 $1.74M 0.35% -260 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 7,137 $1.74M 0.04% +1,458 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,136 $1.74M 0.03% +3,593 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,129 $1.74M 0.14% +5,703 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,064 $1.72M 0.55% +490 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,057 $1.72M 0.52% new 13F-HR Timeline United Bank More: the full row for United Bank 6,993 $1.71M 0.71% +212 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,957 $1.7M 0.97% -180 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,975 $1.69M 0.16% +481 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,923 $1.69M 0.33% +249 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,912 $1.69M 0.02% -2,096 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 6,904 $1.68M 0.89% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 6,870 $1.68M 0.67% +1,114 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,847 $1.67M 1.6% +1,284 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,841 $1.67M 0.07% -354 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,806 $1.66M 0.02% -199 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 6,756 $1.65M 0.11% +304 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,716 $1.64M 0.06% +669 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,679 $1.63M 0.08% -24 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,668 $1.63M 0.32% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,665 $1.63M 0.1% -182 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,596 $1.61M 0.08% -3,530 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,516 $1.59M 0.04% -82 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 6,502 $1.59M 0.99% +743 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 6,449 $1.57M 0.14% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,545 $1.57M -19 Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,444 $1.57M 0.11% +94 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,379 $1.56M 0.02% -80,243 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 6,322 $1.54M 0.31% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,311 $1.54M 0.13% +941 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,242 $1.52M 0.44% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,239 $1.52M 1.23% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,228 $1.52M 1.2% +3,077 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,211 $1.52M 0.11% +1,507 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,127 $1.5M 0.06% -72 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,099 $1.49M 0.07% -367 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,085 $1.48M 0.04% +835 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,055 $1.48M 0.03% -1,119 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 6,053 $1.48M 0.51% 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,230 $1.47M -1,713 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,916 $1.44M 0.02% +14 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,905 $1.44M 0.08% -48 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,873 $1.43M 0.08% -155 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 5,855 $1.43M 0.71% +98 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,828 $1.42M 0.03% -333 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 8,179 $1.41M 0.38% -32 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,822 $1.41M <0.01% +1,542 13F-HR/A Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,771 $1.41M 0.07% +36 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,749 $1.4M 0.24% +53 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,735 $1.4M 0.08% +693 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,722 $1.4M 0.57% -394 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,720 $1.4M 0.02% -2,896 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,662 $1.38M 0.11% -15 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,158 $1.38M 0.73% -947 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,642 $1.38M 0.23% +948 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,191 $1.36M 0.14% +6 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,557 $1.36M 0.38% -353 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,530 $1.35M 0.11% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,478 $1.34M 0.12% -5,468 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,469 $1.33M 0.11% -1,020 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,442 $1.33M 0.04% -80 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,409 $1.32M 0.3% +145 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,387 $1.31M 0.8% -182 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,349 $1.31M 0.07% +505 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,302 $1.29M 0.05% -517 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,300 $1.29M 0.02% +418 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,292 $1.29M 0.36% -35 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,279 $1.29M 0.56% -95 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,279 $1.29M 0.04% +238 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,263 $1.28M 0.08% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,261 $1.28M 2.23% -53,867 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,201 $1.27M 0.31% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,174 $1.26M 0.23% +425 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,168 $1.26M 0.27% +1,153 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,165 $1.26M 0.19% +334 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,133 $1.25M 0.91% +26 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,091 $1.24M 0.7% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,060 $1.23M 0.12% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,037 $1.23M 0.1% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,984 $1.22M -1,258 Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,966 $1.21M 0.16% +65 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,946 $1.21M 0.23% -98 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,933 $1.2M 0.12% -123 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 4,927 $1.2M 0.12% +3,899 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,903 $1.2M 0.08% -23 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 4,893 $1.19M 0.02% -42 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,881 $1.19M 0.15% +22 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,881 $1.19M 0.04% +246 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,878 $1.19M 0.45% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,809 $1.17M 0.02% -953 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,797 $1.17M 0.22% -5,941 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,797 $1.17M -3,111 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,772 $1.16M 0.01% -712 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,765 $1.16M 0.17% +153 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,759 $1.16M 0.01% +1,369 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,245 $1.16M 0.48% +148 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,196 $1.15M 0.1% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,690 $1.14M 0.06% -5,684 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,676 $1.14M 0.14% +10 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,654 $1.14M 0.06% -204 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,645 $1.13M 0.48% -85 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,644 $1.13M 1.15% -13 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,632 $1.13M 0.07% +2,893 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 4,622 $1.13M 0.34% -374 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,600 $1.12M 0.16% -133 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,543 $1.11M 0.05% -64 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,537 $1.11M 0.28% -52 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,517 $1.1M 0.1% +47 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,513 $1.1M 0.04% +141 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 4,500 $1.1M 1.25% +1,000 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,485 $1.09M 0.03% +527 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,444 $1.08M 0.46% -663 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,427 $1.08M 0.16% -42 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,425 $1.08M 0.11% +1,181 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 4,400 $1.07M 0.04% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,386 $1.07M 0.14% -101 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,343 $1.06M 0.01% -599 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,341 $1.06M 0.35% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,335 $1.06M 0.08% +874 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,300 $1.05M 0.4% +1,000 13F-HR Timeline Advance Capital Management, Inc. 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