GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,262 $3.97M 0.16% -233 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,253 $3.97M 3.27% -11 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,227 $3.94M 0.43% -64 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 4,222 $3.94M 0.31% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,220 $3.94M 0.57% -485 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,219 $3.93M 0.76% +1,399 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 4,200 $3.92M 1.57% -800 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,190 $3.91M 0.05% -6,767 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,189 $3.91M 0.16% +1,332 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,183 $3.9M 0.73% +9 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,180 $3.9M 1.02% -1,969 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,169 $3.89M 0.65% +15 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,168 $3.89M 1.13% +151 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,158 $3.88M 2.05% -39 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,120 $3.84M 0.24% -205 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,117 $3.84M 0.73% +3,765 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 4,098 $3.82M 3.7% -2,049 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,092 $3.82M 0.1% -52 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,078 $3.8M 0.02% +20 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,075 $3.8M 0.54% -39 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,067 $3.79M 0.07% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,055 $3.78M 0.43% +230 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,050 $3.78M 0.15% -187 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,046 $3.77M 0.84% +1,945 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,042 $3.77M 0.4% +766 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,037 $3.76M 1.05% +193 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,018 $3.75M 0.29% +2,390 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,016 $3.75M 0.64% +3,442 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,016 $3.75M 0.06% -246 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,997 $3.73M 2.38% -23 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,980 $3.71M 0.32% -131 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,960 $3.69M 0.05% -87 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,947 $3.68M 0.17% new 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 3,946 $3.68M 3.82% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,921 $3.66M 0.25% -17 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,904 $3.64M 0.07% +1,705 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,897 $3.63M 0.14% +51 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,893 $3.63M 1.49% -24 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,874 $3.61M 1.48% -16 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,871 $3.61M 0.19% +27 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,859 $3.6M 1.5% +289 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,847 $3.59M 0.26% +580 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,834 $3.58M 0.26% +6 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,829 $3.57M 0.35% +3,438 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,820 $3.56M 0.89% -1,181 13F-HR Timeline Group Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3,818 $3.56M 0.73% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,808 $3.55M 0.09% +809 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,799 $3.54M 0.25% +64 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,798 $3.54M 0.47% -7 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 3,797 $3.54M 2.62% +238 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,796 $3.54M 1.47% +602 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,794 $3.54M 0.55% -38 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 3,792 $3.54M 0.09% +1,000 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,774 $3.52M 0.08% +2,185 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,771 $3.52M 1.14% -5,897 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,770 $3.52M -136 Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,768 $3.51M 0.85% -58 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,768 $3.51M 2.36% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,759 $3.51M 0.07% +542 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,754 $3.5M 1.36% -76 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,744 $3.49M 2.97% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,730 $3.48M 0.15% +56 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,730 $3.48M 0.06% -1,788 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,723 $3.47M 2.07% -147 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,717 $3.47M 0.32% -149 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,715 $3.46M 0.84% +1,508 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,710 $3.46M 0.59% 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 3,701 $3.45M 0.96% +644 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,681 $3.43M 0.25% -301 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,675 $3.43M 0.27% +1,708 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,670 $3.42M 0.75% 13F-HR Timeline Group Bay Rivers Group More: the full row for Bay Rivers Group 3,667 $3.42M 1.79% +108 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,654 $3.41M 0.19% +1,111 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,644 $3.4M 0.22% -1,052 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,638 $3.39M 0.22% +46 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,633 $3.39M 0.18% +225 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,629 $3.38M 0.3% +9 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,625 $3.38M 0.04% +2,898 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,620 $3.38M 2.36% +97 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 3,618 $3.37M 0.2% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,605 $3.36M 0.34% -95 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,603 $3.36M 0.88% +11 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,598 $3.36M 0.25% +1,506 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,592 $3.35M 0.36% +1,823 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,582 $3.34M 0.88% +3,102 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,567 $3.33M 0.68% -744 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,557 $3.32M 0.1% +374 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,554 $3.31M 0.44% -66 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,549 $3.31M 0.5% +25 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,541 $3.3M 2.26% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,912 $3.3M 1.52% -52 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,530 $3.29M 0.32% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,511 $3.27M 0.37% -1,751 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,511 $3.27M 0.57% new 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 3,512 $3.27M 1.68% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,506 $3.27M 0.55% -237 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 3,500 $3.26M 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,493 $3.26M 0.51% +66 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,482 $3.25M 0.81% +248 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,479 $3.24M 0.23% -108 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 3,466 $3.23M 1.1% +2,540 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,447 $3.22M 0.39% +100 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,451 $3.22M 0.87% -1,599 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,449 $3.22M 1.16% +217 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,447 $3.21M 0.43% -258 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,437 $3.21M 0.44% +176 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 3,431 $3.2M 1.52% -1,705 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,429 $3.2M 1.71% -177 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,415 $3.18M 0.85% +191 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,414 $3.18M 0.41% +319 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,410 $3.18M 0.27% +1,500 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,396 $3.17M 0.19% +288 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,379 $3.15M 1.24% -327 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,377 $3.15M 1.7% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,375 $3.15M 0.44% +502 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,368 $3.14M 0.38% -319 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,366 $3.14M 0.63% +305 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,365 $3.14M 0.05% +1,394 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,361 $3.13M 0.31% +136 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,361 $3.13M 0.29% +331 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,360 $3.13M 0.33% -310 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,355 $3.13M 1.99% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,703 $3.12M 0.1% -434 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,347 $3.12M 1.64% +295 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,338 $3.11M 0.71% +209 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 3,335 $3.11M 0.8% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,334 $3.11M 0.56% -277 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,331 $3.11M 0.23% -5 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,326 $3.1M 0.05% +62 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 3,311 $3.09M 1% -127 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 3,311 $3.09M 0.01% -487 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,310 $3.09M 0.13% -579 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 3,297 $3.07M 0.51% +45 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,294 $3.07M 0.67% -142 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,293 $3.07M 1.2% -83 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,288 $3.07M 1.65% -51 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,232 $3.01M 1% +267 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,221 $3M 1.35% +1,467 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,218 $3M 0.14% +806 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,216 $3M 0.08% -351 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,213 $3M 0.57% +2,707 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,203 $2.99M 0.02% +677 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,193 $2.98M 1.52% +37 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,191 $2.98M 0.62% -63 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 3,186 $2.97M 0.76% +84 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,184 $2.97M 0.91% -45 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,180 $2.97M 0.1% -100 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,179 $2.96M 0.09% +662 13F-HR/A Timeline Group QV Investors Inc. More: the full row for QV Investors Inc. 3,160 $2.95M 0.3% +320 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,542 $2.94M 3.33% +106 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,148 $2.94M 0.64% +39 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,144 $2.93M 0.56% +328 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,141 $2.93M 0.8% +57 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,138 $2.93M 0.16% -31 13F-HR/A Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 3,133 $2.92M 0.75% +235 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,009 $2.9M 0.3% +100 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 3,098 $2.89M 1.37% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,082 $2.87M 1.09% -69 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 3,065 $2.86M 2.25% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,063 $2.86M 1.45% -242 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,049 $2.84M 0.08% -10 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,027 $2.82M 0.57% -656 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,027 $2.82M 0.19% -247 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,013 $2.81M 0.2% -103 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,011 $2.81M 0.26% +162 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,007 $2.8M 0.55% -433 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 3,000 $2.8M 0.46% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,972 $2.77M 0.1% +82 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,838 $2.77M 1.08% -966 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,964 $2.76M 0.24% +4 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,970 $2.76M 2.98% -55 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,480 $2.75M 0.23% +149 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 2,940 $2.74M 0.21% -917 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,938 $2.74M 0.19% +160 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 2,935 $2.74M 2.15% +20 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,932 $2.73M 0.13% +483 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,928 $2.73M 0.1% -1,413 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 2,928 $2.73M 0.33% +68 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19,459 $2.68M 0.26% +189 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,866 $2.67M 0.11% +2,601 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,861 $2.67M 0.64% -539 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 2,857 $2.66M 0.71% -1,032 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,838 $2.65M 0.27% -104 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,825 $2.63M 0.19% -43 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,820 $2.63M 0.67% +2,358 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,808 $2.62M 0.16% -41 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,801 $2.61M 0.06% -121 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,793 $2.6M 1.34% +234 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,784 $2.6M 0.97% +285 13F-HR/A Timeline Trilogy Capital Inc. 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