Summit Financial, LLC More: the full row for Summit Financial, LLC 8,490 $1.47M 0.02% -2,084 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,552 $1.47M 0.01% +392 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,427 $1.46M 0.07% +887 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 8,349 $1.45M 0.54% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,339 $1.45M 0.03% -75 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,228 $1.43M 0.01% -1,185 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,133 $1.41M 0.21% +1,924 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,098 $1.4M 0.35% -99 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,072 $1.4M 0.07% +2,539 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,044 $1.4M 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 8,022 $1.39M 0.68% +412 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,950 $1.38M 0.09% -6,468 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,937 $1.38M 0.06% -3,246 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,800 $1.35M 0.02% -2,101 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 7,784 $1.35M 0.28% +21 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. 7,763 $1.35M 0.09% -18,851 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,736 $1.34M 0.41% +945 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,709 $1.34M 0.03% +2,703 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,538 $1.31M 0.03% -906 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,525 $1.31M 0.03% -1,538 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,518 $1.3M 0.05% +2,626 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,516 $1.3M 0.02% +4,812 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,093 $1.29M 0.04% +4,688 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,412 $1.29M 0.02% +1,029 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,336 $1.27M 0.19% -10 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,334 $1.27M 0.02% -2,302 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,300 $1.27M 0.13% -20,037 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,294 $1.27M 0.07% +6,155 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,247 $1.26M 0.04% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,214 $1.25M 0.03% +1,857 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,209 $1.25M 0.04% -16 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,154 $1.24M 0.06% -1,686 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 7,046 $1.22M 0.6% +420 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,027 $1.22M 0.05% +24 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,012 $1.22M 0.02% -884 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,995 $1.21M 0.02% new 13F-HR Timeline Group Westerkirk Capital Inc. 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More: the full row for WestHill Financial Advisors, Inc. 6,709 $1.16M 0.22% -22 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,681 $1.16M 0.02% +195 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,641 $1.15M 0.47% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,622 $1.15M 0.19% +22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,576 $1.14M 0.05% -43 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,537 $1.13M 0.16% +4,879 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,522 $1.13M 0.02% +4,138 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,519 $1.13M 0.02% -518 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,618 $1.13M +707 Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,453 $1.12M 0.16% -325 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,418 $1.11M 0.02% +1,168 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,417 $1.11M 0.03% +1,693 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 6,342 $1.1M 0.01% -2,395 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,340 $1.1M 0.27% -169 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 6,338 $1.1M 0.04% -4,032 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,227 $1.08M 0.06% +308 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,198 $1.08M 0.07% +2,584 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,186 $1.07M 0.02% +1,220 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,164 $1.07M 0.74% -6 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,135 $1.06M 0.03% +4,619 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,273 $1.06M 0.15% +5,162 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 6,116 $1.06M 0.12% +3,673 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,102 $1.06M 0.05% +1,607 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,092 $1.06M 0.52% +34 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 6,053 $1.05M 0.32% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,049 $1.05M 0.02% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,033 $1.05M 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,008 $1.04M 0.01% +916 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,994 $1.04M 0.07% -14 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,975 $1.04M 0.01% -61 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,864 $1.02M 0.04% -547 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,831 $1.01M 0.05% -6,883 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,811 $1.01M 0.04% -468 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,806 $1.01M 0.14% -322 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,799 $1.01M 0.12% +335 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,799 $1.01M 0.24% +2,516 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,780 $1M 0.18% -420 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,763 $1000K 0.11% -790 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,712 $991K 0.06% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,705 $990K 0.03% -477 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,678 $985K 0.01% -1,042 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,667 $983K 0.05% +286 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,654 $981K 0.16% -9 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,653 $980K 0.25% -90 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,666 $978K 0.04% +3,192 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,622 $975K 0.27% -245 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,613 $974K 0.13% -7,564 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,587 $969K 0.02% +3,119 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,559 $964K 0.14% -207 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,551 $963K 0.05% +1,889 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,530 $959K 0.07% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,528 $959K 0.14% +5 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 5,492 $953K 0.11% +551 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,458 $947K 0.02% +2,943 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,454 $946K 0.07% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,414 $939K 0.01% +297 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,402 $937K 0.1% -146 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,355 $929K 0.07% -201 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,319 $923K 0.06% +369 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,293 $918K 0.1% +74 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,248 $910K 0.08% 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,170 $897K 0.02% +1,727 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,269 $897K 0.07% -303 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,166 $896K 0.08% +1,796 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,136 $891K 0.14% -22 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,048 $887K 0.03% -557 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,114 $887K 0.01% +62 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,107 $886K 0.46% -9 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 5,098 $884K 0.68% +144 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,021 $871K 0.4% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,021 $870K 0.09% -1,867 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,998 $868K 0.12% +70 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,000 $867K 0.23% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,000 $867K 0.27% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,998 $867K 0.05% +1,457 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,998 $867K 0.07% +150 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,924 $854K 0.8% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,895 $849K 0.11% +9 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,887 $848K 0.17% +514 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,882 $847K 0.06% +506 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,835 $839K 0.05% +795 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,832 $838K 0.05% +596 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,766 $827K 0.04% +1,893 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,726 $820K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,706 $816K 0.02% -20 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 4,689 $813K 0.14% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,689 $813K 0.34% -2,689 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,671 $810K 0.05% +220 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,645 $806K 0.12% +22 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,645 $806K 0.29% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,628 $803K 0.12% -80 13F-HR Timeline Group West Family Investments, Inc. 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More: the full row for Bridgewater Advisors Inc. 4,876 $775K 0.05% -277 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,460 $774K 0.27% +377 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,450 $772K 0.01% -1,014 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,423 $767K 0.03% +353 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,423 $767K 0.08% -53 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,417 $766K 0.36% -1,357 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,414 $766K 0.07% +2,068 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,400 $763K 0.02% -4 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,395 $762K 0.07% +2,894 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,394 $762K 0.02% -185 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,383 $760K 0.04% +256 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,279 $742K 0.01% +469 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,240 $735K 0.01% -111 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,236 $735K 0.12% +142 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,224 $733K 0.05% +327 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,224 $733K 0.03% -71 13F-HR/A Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,214 $731K 0.03% -75,074 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,210 $730K 0.02% +1,462 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,184 $726K 0.04% -347 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,176 $724K 0.03% -921 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,176 $724K 0.04% -191 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,112 $713K 0.15% -83 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,102 $712K 0.07% +452 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,076 $707K 0.02% +132 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,061 $704K 0.46% -107 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,047 $702K 0.55% +350 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,046 $702K 0.03% -99 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,045 $702K 0.61% +1,345 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,022 $698K 0.37% -18 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,019 $697K 0.03% -110 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,010 $696K 0.05% +1,481 13F-HR Timeline TOBAM More: the full row for TOBAM 3,992 $692K 0.18% +3 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,984 $691K 0.03% +179 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,963 $687K 0.05% -20 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,947 $685K 0.05% +95 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,944 $684K 0.01% +2,822 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,049 $681K 0.06% +2,112 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,920 $680K 0.2% -2,147 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,896 $676K 0.08% -410 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 3,896 $676K 0.25% -6 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,894 $675K 0.02% -4,321 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,882 $673K 0.16% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,856 $669K 0.03% -72 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,827 $664K 0.01% -335 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,823 $663K 0.01% -32,963 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,809 $661K 0.04% +10 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 3,782 $656K 0.03% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,766 $653K 0.01% +1,530 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,758 $652K 0.1% +1,882 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,752 $651K 0.29% new 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,749 $650K 0.11% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,748 $650K 0.62% -197 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,719 $645K 0.23% +55 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,716 $645K 0.16% +387 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,713 $644K 0.14% -116 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,684 $639K 0.34% +180 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,679 $638K 0.07% -55 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,677 $638K 0.02% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,652 $633K 0.01% -120,303 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,648 $633K 0.02% -3,568 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,641 $632K 0.15% +100 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,641 $632K 0.25% 0 13F-HR Timeline