EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,825 $3.93M 0.03% +164 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,819 $3.93M 0.64% +1,883 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,818 $3.93M 0.47% +1,348 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,796 $3.9M 1.01% -365 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,795 $3.9M 0.03% -9 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,770 $3.88M 0.1% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,760 $3.87M 0.14% +214 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,760 $3.87M 0.61% +256 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,758 $3.86M 0.14% +2,226 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,748 $3.85M 1.58% +222 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,719 $3.82M 1.17% +3,714 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,717 $3.82M 0.24% +189 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,714 $3.82M 0.19% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,689 $3.79M 0.09% -383 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,675 $3.78M 0.75% -29 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 3,660 $3.76M 1.92% +170 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,647 $3.75M 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,634 $3.74M 0.1% +118 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,595 $3.7M 0.16% -23 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,593 $3.69M 0.22% -762 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,583 $3.68M 0.06% +287 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,556 $3.66M 1.18% +33 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,535 $3.63M 0.15% -2,802 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,535 $3.63M 1.37% -81 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,525 $3.62M 0.24% +184 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 3,524 $3.62M 0.83% 0 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 3,517 $3.62M +7 Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,512 $3.61M 0.08% +250 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,495 $3.59M 0.21% -4,621 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,488 $3.59M 0.79% +19 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 3,622 $3.58M 2.89% -22 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,435 $3.53M 0.21% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,432 $3.53M 0.01% +3 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,425 $3.52M 0.08% +557 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,424 $3.52M 0.13% +61 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,417 $3.51M 0.26% +32 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,410 $3.51M 0.52% -262 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,400 $3.5M 0.29% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,373 $3.47M 0.22% -3,480 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,363 $3.46M 0.21% +69 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,342 $3.44M 0.09% +628 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,344 $3.43M 0.29% +1,894 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,329 $3.42M 0.04% -38 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. 3,324 $3.42M 0.08% -4,308 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,303 $3.4M 1.48% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,287 $3.38M 0.37% +2,282 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,281 $3.37M 0.27% +1,078 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 3,271 $3.36M <0.01% -95 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,285 $3.36M 0.3% +199 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,256 $3.35M 0.39% -8 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,246 $3.34M +528 Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,227 $3.32M 0.21% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,223 $3.31M 0.15% +236 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 3,204 $3.29M 0.53% -800 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,203 $3.29M 0.14% -170 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,199 $3.29M 0.22% -430 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,180 $3.27M 0.05% +117 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,156 $3.24M 0.35% +184 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 3,135 $3.22M 0.11% +6 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,131 $3.22M 0.17% +702 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,128 $3.22M 0.07% +1,051 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,115 $3.2M 1.85% +46 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,113 $3.2M 0.36% -80 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,105 $3.19M 0.77% +140 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,091 $3.18M 1.3% +61 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,080 $3.17M 1.3% -1,304 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,078 $3.16M 0.23% new 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,056 $3.14M +276 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,040 $3.13M 0.12% +1,231 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,028 $3.11M 0.39% +631 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,017 $3.1M 0.39% -58 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,015 $3.1M 0.47% +2,090 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,999 $3.08M 0.01% -125 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,994 $3.08M 0.32% -619 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,977 $3.06M 0.12% -248 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,976 $3.06M 0.05% +71 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,972 $3.06M 0.04% +867 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,966 $3.05M 0.91% +155 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,963 $3.05M 1.31% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,961 $3.04M 0.11% -578 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,957 $3.04M 1.04% -367 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,952 $3.03M 0.28% +73 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,936 $3.02M 1.62% -131 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,935 $3.02M 2.11% +788 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,911 $2.99M 0.45% -109 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,910 $2.99M 0.04% -6,076 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,901 $2.98M 0.24% +931 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 2,900 $2.98M 1.08% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,893 $2.97M 0.22% +59 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,888 $2.97M 0.71% +251 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,886 $2.97M 0.92% -393 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,847 $2.93M 0.93% -416 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,846 $2.93M 0.15% -42 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,876 $2.92M 0.12% +115 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,742 $2.91M 0.26% -155 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,825 $2.9M 0.1% -218 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,819 $2.9M 0.08% -13,676 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,813 $2.89M 1.32% -72 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,811 $2.89M 0.02% -139 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,785 $2.86M 0.77% +2,170 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,776 $2.85M 0.03% -1,119 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,762 $2.84M 0.26% -202 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,746 $2.82M 0.33% +126 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,722 $2.8M 0.08% -200 13F-HR Timeline SWS Partners More: the full row for SWS Partners 2,720 $2.8M 0.75% +1,149 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,720 $2.8M 0.62% +147 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,715 $2.79M 1.98% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,713 $2.79M 0.11% +301 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,709 $2.79M 0.56% 0 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 2,674 $2.75M 0.51% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,661 $2.74M 0.16% +386 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,642 $2.72M 0.56% -719 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,618 $2.69M 0.44% +73 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,611 $2.68M 0.2% +810 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,611 $2.68M 0.39% +128 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,595 $2.67M 0.19% -913 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,571 $2.64M 0.3% +38 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,739 $2.64M 0.62% +971 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,561 $2.63M 0.13% -1,279 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,556 $2.63M 0.74% -3,527 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,550 $2.62M 0.6% +1,200 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,541 $2.61M 0.03% +1,614 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 2,544 $2.6M 0.79% -208 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,529 $2.6M 0.23% -4,015 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,517 $2.59M 0.06% +255 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,512 $2.58M 0.06% +455 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,500 $2.57M 0.11% +1,005 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,500 $2.57M 0.52% -2,852 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 2,500 $2.57M 0.55% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,537 $2.57M 0.58% +1,460 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,479 $2.55M 0.14% +572 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,474 $2.54M 0.65% -50 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,452 $2.52M 1.12% +2 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,447 $2.52M 0.68% -177 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,443 $2.51M 0.04% -10 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,555 $2.5M 0.64% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,427 $2.5M 0.31% +17 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,423 $2.49M 0.43% +295 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,422 $2.49M 0.22% +84 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,411 $2.48M 0.34% +125 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,390 $2.46M 0.4% +161 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,388 $2.46M 0.06% +159 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,372 $2.44M 0.18% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,352 $2.42M 0.09% +426 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 2,351 $2.42M 0.25% +949 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,349 $2.42M 0.18% -310 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 2,349 $2.41M 1.77% -200 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,477 $2.4M 0.06% +5 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,315 $2.38M 0.2% +441 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,315 $2.38M 0.43% +304 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,314 $2.38M 0.03% +244 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,311 $2.38M 0.62% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,301 $2.37M 0.02% +474 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,299 $2.36M 0.46% +521 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,354 $2.35M 0.31% +1,923 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,281 $2.34M 0.01% +21 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,272 $2.34M 0.11% -680 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,262 $2.33M 0.64% -543 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,261 $2.32M 0.08% -80 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,245 $2.31M 1.52% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,242 $2.3M 0.43% +287 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,234 $2.3M 0.28% +88 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,226 $2.29M 0.03% +367 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,222 $2.28M 0.35% +284 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 2,218 $2.28M 0.81% +892 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,217 $2.28M 0.51% -110 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,208 $2.27M 0.27% +1,828 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,203 $2.26M 0.06% +141 13F-HR/A Timeline HWG Holdings LP More: the full row for HWG Holdings LP 2,199 $2.26M 0.66% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,196 $2.26M 0.13% +115 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 2,190 $2.25M 2.19% 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,186 $2.25M 1.66% +77 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,172 $2.23M 1.07% -25 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,172 $2.23M 1.68% +21 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,170 $2.23M 0.35% -19 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 2,152 $2.21M 0.87% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,750 $2.19M 2.44% -100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,116 $2.18M 0.1% -107 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,115 $2.17M 0.08% +1,650 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 2,110 $2.17M 0.8% 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,110 $2.17M 1.23% +181 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,103 $2.16M 0.06% +904 13F-HR Timeline Group Game Creek Capital, LP More: the full row for Game Creek Capital, LP 2,100 $2.16M 1.11% +850 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,100 $2.16M 0.79% +30 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,092 $2.15M 0.27% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,086 $2.14M 0.08% -108 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,068 $2.13M 0.13% -18 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,067 $2.13M 1.3% -14 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,063 $2.12M 0.97% -7 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,062 $2.12M 0.69% +13 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,207 $2.1M +248 Timeline CNB Bank More: the full row for CNB Bank 2,043 $2.1M 1% -122 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,031 $2.09M 0.36% -36 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,020 $2.08M 0.06% +995 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,014 $2.07M 0.62% +135 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,009 $2.07M 0.56% +67 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 2,000 $2.06M 0.07% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,000 $2.06M 0.8% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,999 $2.06M 0.18% -93 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,998 $2.05M 0.04% +474 13F-HR Timeline