Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,785 $1.04M 0.06% +6,012 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,613 $1.04M 0.04% +6,109 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,765 $1.04M 0.57% +5,509 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,720 $1.03M 0.06% +5,015 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,713 $1.03M 0.11% +5,443 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 6,712 $1.03M 0.5% +6,401 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 6,710 $1.03M 0.9% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,701 $1.03M 0.15% +5,502 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,665 $1.02M 0.2% +4,709 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,626 $1.02M 0.06% +5,410 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,615 $1.01M 0.71% +5,287 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 6,600 $1.01M 1.25% +5,280 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,595 $1.01M 0.1% +5,094 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,540 $1M 0.29% +5,173 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 6,525 $1000K 0.96% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,496 $995K 0.04% +5,162 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,462 $990K 0.05% +5,302 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,452 $988K 0.03% +5,352 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 6,445 $987K 0.55% 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 6,433 $985K 0.36% +5,322 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 6,380 $977K 0.51% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 6,373 $976K 0.46% +4,868 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,336 $971K 0.18% +4,978 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,329 $969K 0.35% +5,665 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,325 $969K 0.02% -28,436 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 6,325 $969K 0.36% +5,060 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,315 $967K 0.1% +5,056 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 6,265 $964K 0.03% +6,031 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,292 $964K 0.17% +5,083 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,275 $961K 0.07% +5,020 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,267 $960K 0.11% +5,188 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,266 $960K 0.06% +3,623 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,246 $957K 0.02% +2,208 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 6,234 $955K 0.03% +4,987 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,231 $955K 0.06% +4,982 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,205 $951K 0.16% +4,757 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 6,200 $950K 0.42% +4,914 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,194 $949K 0.1% +5,286 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,186 $948K 0.03% +4,901 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,164 $944K 0.05% +5,602 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 6,165 $944K 0.66% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,155 $943K 0.05% +4,712 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,131 $939K 0.13% +4,830 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,130 $939K 0.28% +4,957 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 6,120 $938K 0.92% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,094 $934K 0.02% +5,000 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 6,067 $929K 0.1% +4,848 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,065 $929K 0.19% +4,779 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,042 $926K +5,075 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,007 $920K 0.05% +4,526 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 6,000 $919K 0.17% +4,800 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 6,000 $919K 0.25% +4,800 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,995 $918K 0.33% +4,804 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,992 $918K 0.07% +4,611 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,985 $917K 0.14% +4,908 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,961 $913K 0.01% +4,767 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,955 $912K 0.47% +4,759 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 5,954 $912K 0.34% 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 5,929 $908K 0.01% +5,125 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 5,924 $907K 0.94% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,148 $907K 0.14% -73,115 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,889 $902K 0.26% 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,879 $901K 0.16% +5,037 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,841 $900K 0.12% +4,640 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,855 $897K 0.01% +4,656 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,840 $895K 0.02% +4,664 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,825 $892K 0.23% +4,660 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,819 $891K 0.04% +3,929 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,775 $885K 0.04% +4,570 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,772 $884K 0.37% +4,787 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 5,771 $884K 0.07% 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,740 $879K 0.26% +5,315 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,740 $879K 0.04% +4,606 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,736 $879K 0.15% +4,623 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,736 $879K 0.04% +4,181 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,726 $877K 0.78% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,720 $876K 0.63% +4,549 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,700 $873K 0.03% +4,385 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,698 $873K 0.03% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,682 $870K 0.06% +4,461 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,660 $867K 0.25% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,653 $866K 0.14% +4,567 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,650 $866K 0.18% +4,520 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,648 $865K 0.27% +4,497 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,645 $865K 0.35% +4,540 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,621 $861K 0.38% +4,278 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,619 $861K 0.01% +4,533 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,615 $860K 0.25% +4,492 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 5,607 $859K 0.82% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,588 $855K 0.01% +2,566 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,575 $854K 0.04% -2,745 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,545 $849K 0.04% +4,449 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,535 $848K 0.36% +4,594 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,531 $847K 0.12% +4,310 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,528 $847K 0.12% +4,513 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,516 $845K 0.08% +4,423 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,496 $842K 0.03% +4,297 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,474 $839K 0.04% +4,403 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 5,424 $831K 0.17% +4,389 13F-HR Timeline Andar Capital Management HK Ltd More: the full row for Andar Capital Management HK Ltd 5,415 $830K 0.89% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,415 $830K 0.01% +4,526 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,395 $826K 0.15% +4,313 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,389 $826K 0.03% +3,900 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,379 $824K 0.12% +3,149 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 5,350 $820K 0.16% +4,280 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,349 $819K 0.05% +4,366 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,345 $819K 0.14% +4,235 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,335 $817K 0.13% +4,251 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,335 $817K 0.42% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,325 $816K 0.27% +4,260 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 5,315 $814K 0.49% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,235 $811K 0.05% +522 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,240 $806K 0.01% +4,124 13F-HR Timeline Group American Trust More: the full row for American Trust 5,247 $804K 0.07% +4,218 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,970 $803K 0.02% +6,202 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,395 $803K 0.08% +5,084 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,235 $802K 0.11% +4,258 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,225 $800K 0.28% +4,040 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,224 $800K 0.17% +4,136 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,113 $797K 0.12% +3,544 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,178 $793K 0.27% +4,077 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,175 $793K 0.01% +4,055 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,160 $790K 0.05% +4,096 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,150 $789K 0.21% +4,168 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,140 $787K 0.01% +3,846 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,140 $787K 0.01% +4,150 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,136 $787K 0.05% +4,314 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,135 $787K 0.45% +4,202 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 5,135 $787K 0.45% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,125 $785K 0.08% +4,360 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,125 $785K 0.35% +4,075 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,077 $778K 0.89% +2,845 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 5,070 $777K 0.15% +4,028 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,045 $773K 0.46% +4,036 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,041 $772K 0.37% +4,090 13F-HR Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 5,036 $771K 0.46% 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,035 $771K 0.34% +4,028 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,000 $771K 0.21% +3,970 13F-HR/A Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,012 $768K 0.2% +3,605 13F-HR Timeline Group DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 5,000 $766K 0.59% +2,500 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,990 $764K 0.12% +4,083 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,980 $763K 0.15% +2,983 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 4,961 $760K 0.02% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,960 $760K 0.09% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,955 $759K 0.09% +4,387 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,950 $758K 0.48% +3,902 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,947 $758K 0.09% +4,058 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,946 $758K 0.02% +4,058 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 4,920 $754K 0.35% +3,920 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,920 $754K 0.54% +4,213 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 4,850 $743K 0.17% 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,829 $740K 0.74% +4,087 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,825 $739K 0.02% +3,847 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,820 $738K 0.28% +3,856 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,820 $738K 0.12% +3,831 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,793 $735K 0.04% +3,757 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,790 $734K 0.18% +3,920 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,787 $733K 0.3% +4,002 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,751 $728K 0.01% +3,686 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,740 $726K 0.32% +3,772 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,720 $723K 0.02% +3,778 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,717 $723K 0.04% +3,182 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,705 $721K 0.05% +3,629 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,705 $721K 0.59% +1,212 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,699 $720K 0.09% +3,677 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,697 $720K 0.14% +3,908 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,695 $719K 0.02% +3,760 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,685 $718K 0.04% +3,711 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,657 $713K 0.07% +3,664 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,638 $710K 0.05% +3,706 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,625 $709K 0.23% +3,705 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,605 $705K 0.04% +3,659 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 4,605 $705K 0.03% -35,905 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,603 $705K 0.3% +3,659 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,595 $704K 0.35% +3,676 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,580 $702K 0.31% +3,671 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,580 $702K 0.13% +4,116 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,545 $696K 0.12% +3,666 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,545 $696K 0.13% +3,921 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,540 $695K 0.08% +3,669 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,534 $695K 0.04% +4,259 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,525 $693K 0.21% +3,658 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,510 $691K 0.11% +3,198 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,509 $691K 0.08% +3,613 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,506 $690K 0.09% +3,691 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,497 $689K 0.17% +3,963 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,490 $688K 0.45% +3,610 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,475 $686K 0.2% +3,612 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 4,465 $684K 0.34% +3,572 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,460 $683K 0.03% -1,961 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,402 $674K 0.08% +3,854 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,397 $674K 0.16% +3,278 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,701 $673K 0.26% +5,445 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 4,390 $673K 0.21% +3,512 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,357 $671K 0.04% +3,006 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,393 $669K 0.03% +3,515 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,351 $667K 0.23% +3,497 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,328 $663K 0.24% +3,408 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 4,315 $661K 0.71% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,304 $659K 0.04% +3,719 13F-HR Timeline