Capital Planning LLC More: the full row for Capital Planning LLC 16,023 $2.36M 0.77% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,006 $2.35M 0.27% +3,789 13F-HR Timeline InvesTrust More: the full row for InvesTrust 15,996 $2.35M 0.99% +37 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 15,989 $2.35M 0.47% +144 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 15,957 $2.35M 0.1% -4,565 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 15,908 $2.34M 1.07% -383 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 15,892 $2.34M 0.23% -481 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,891 $2.34M 0.1% +1,561 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 15,888 $2.34M 0.74% -1,814 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 15,832 $2.33M 0.33% +5 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 15,800 $2.32M +13,641 Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15,749 $2.32M 0.59% +18 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15,723 $2.31M 0.12% +717 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 15,714 $2.31M 1.08% -1,000 13F-HR Timeline Capital International Investors group of 2 filers holding More: the full row for Capital International Investors 15,713 $2.31M -1,169 Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 15,718 $2.31M 0.35% -119 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 16,083 $2.31M 0.64% +883 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,704 $2.31M 0.13% +3,435 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 15,687 $2.31M 0.72% +2,498 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 15,677 $2.31M 0.04% -5,492 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 15,648 $2.3M 1.01% -615 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,599 $2.29M 0.33% +847 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 15,541 $2.29M 1.16% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 15,526 $2.28M 0.46% +6,008 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,498 $2.28M 0.05% -352 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 15,497 $2.28M 0.17% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,508 $2.28M 0.27% +3,491 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 15,489 $2.28M 0.52% -432 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 15,483 $2.28M 0.36% +1,113 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,448 $2.27M 0.12% -2,260 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 8,045 $2.26M 1.02% -114 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,361 $2.26M 0.16% -2,473 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,337 $2.26M 0.19% +2,658 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,283 $2.26M 0.14% +157 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 15,315 $2.25M 0.26% -51 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 15,313 $2.25M 0.8% +483 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 15,264 $2.25M 0.34% -279 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 15,255 $2.24M 2.26% +7,106 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 15,245 $2.24M 0.3% -3,228 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,241 $2.24M 0.12% +526 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 15,206 $2.24M 1.02% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 15,198 $2.24M 0.63% -441 13F-HR Timeline United Bank More: the full row for United Bank 15,153 $2.23M 0.74% -577 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,139 $2.23M 0.13% -1,587 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 15,117 $2.22M 0.21% -82 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 15,065 $2.22M 0.39% +3,605 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 14,991 $2.21M 0.01% -2,551,754 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 14,990 $2.21M 1.96% -999 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 14,975 $2.2M 0.05% -38,638 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 14,964 $2.2M 0.46% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,951 $2.2M 0.08% +5,444 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,918 $2.19M 0.32% -109 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,900 $2.19M 0.27% -12,493 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 15,080 $2.19M 0.49% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 14,840 $2.18M 0.15% -4,524 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 14,805 $2.18M 0.18% +268 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 14,800 $2.18M 0.1% -164,820 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,774 $2.17M 0.14% -1,636 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,743 $2.17M 0.83% +3,230 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 14,729 $2.17M 0.19% -2,756 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 14,714 $2.16M 0.02% +373 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,703 $2.16M 0.68% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,664 $2.16M 0.1% +257 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,655 $2.16M 0.03% +1,935 13F-HR/A Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,065 $2.15M 0.59% -531 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 12,376 $2.14M 0.9% -425 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 14,549 $2.14M 0.06% +834 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 14,500 $2.13M 0.04% 0 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 14,444 $2.12M 0.93% +12,248 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,428 $2.12M 0.08% -2,527 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 14,371 $2.11M 0.53% -133 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 14,365 $2.11M 0.37% -1,136 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,360 $2.11M 1.05% -95 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 14,269 $2.1M 1.39% +71 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 14,215 $2.09M 0.96% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 14,212 $2.09M 0.2% +951 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14,203 $2.09M 0.37% +62 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 14,148 $2.08M 1.96% -291 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 14,111 $2.08M 0.31% +218 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,108 $2.08M 0.07% +3,372 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 14,044 $2.07M 1.77% 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 14,013 $2.06M 0.04% +33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 13,996 $2.06M 0.15% -1,029 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 13,993 $2.06M 1.86% +212 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,990 $2.06M 0.21% +2,081 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,959 $2.05M 0.16% -822 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 13,953 $2.05M 0.59% +322 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,924 $2.05M 0.63% +1,470 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,836 $2.04M 0.8% -18,172 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 13,769 $2.03M 0.48% -13 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 13,668 $2.01M 1% +244 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,645 $2.01M 0.21% +1,071 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 13,638 $2.01M 1.36% +1,208 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,592 $2M 0.12% +8,296 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,565 $2M 0.1% -3,953 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13,515 $1.99M 0.11% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,514 $1.99M 0.08% -1,009 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 13,486 $1.98M 0.02% +320 13F-HR Timeline Group MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 13,474 $1.98M 0.36% -2,707 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 13,471 $1.98M 0.17% -1,243 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 13,438 $1.98M 0.16% -1,200 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,434 $1.98M 0.05% -313 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,373 $1.97M 0.12% -1,532 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 13,378 $1.97M 0.05% +656 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,362 $1.97M 0.05% -52,989 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 13,353 $1.96M 0.48% -2,572 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,303 $1.96M 0.42% -11,277 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,297 $1.96M 0.13% +1,053 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 13,283 $1.95M 0.31% +1,424 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 13,273 $1.95M 0.15% -40 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 13,226 $1.95M 0.29% +2,418 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 13,130 $1.93M 1.79% +657 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 13,127 $1.93M 1.7% -42,333 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 13,097 $1.93M 0.7% -6 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 13,075 $1.92M 0.13% -1,041 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,059 $1.92M 0.06% +10,809 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,042 $1.92M 0.19% +390 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 12,963 $1.91M 0.59% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 12,956 $1.91M 0.66% +965 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,900 $1.9M 0.59% -112 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 12,904 $1.9M 0.07% +461 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,900 $1.9M 0.06% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,877 $1.89M 0.43% +23 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 12,858 $1.89M 0.39% -418 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 12,834 $1.89M 1.38% +5,005 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,831 $1.89M 0.24% +3,293 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,825 $1.89M 0.1% -1,575 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 12,780 $1.88M 1.03% +6,206 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 12,750 $1.88M 0.25% +84 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 12,748 $1.88M 1.66% -315 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,731 $1.87M 0.28% +2,079 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,789 $1.87M 0.41% -532 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,710 $1.87M 0.45% +44 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 12,703 $1.87M 0.14% -989 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 12,701 $1.87M 0.41% +58 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 12,679 $1.87M 0.28% -5,471 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,661 $1.86M 0.24% +4,802 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 12,658 $1.86M 0.71% -3,632 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 12,628 $1.86M 0.99% -1,743 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 12,621 $1.86M 0.08% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,600 $1.85M 0.29% +6 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 12,582 $1.85M +4,842 Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12,577 $1.85M 0.3% +3,001 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 12,572 $1.85M 0.18% +1,673 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,566 $1.85M 0.08% -21 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 12,541 $1.84M 0.45% -122 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 12,533 $1.84M 0.22% +11,500 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,504 $1.84M 0.15% -4,221 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,469 $1.83M 0.13% +838 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 12,440 $1.83M 0.23% +5,612 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,412 $1.83M 0.07% +1,394 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12,402 $1.82M 0.38% +12,358 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 12,370 $1.82M 0.1% +192 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,345 $1.82M 0.62% +5,231 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 12,343 $1.82M 0.87% +13 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,283 $1.81M 0.44% -4,016 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,277 $1.81M 0.1% +3,220 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 12,255 $1.8M 0.25% +9,144 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 12,353 $1.79M 0.66% +225 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,101 $1.78M 0.54% +846 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 12,094 $1.78M 0.84% -343 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,080 $1.78M 0.7% -1,698 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,039 $1.77M 0.4% -2,667 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,996 $1.76M 0.11% -2,740 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 11,983 $1.76M 1.3% -263 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 11,980 $1.76M 0.02% -1,829 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 11,979 $1.76M 0.73% -637 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,978 $1.76M 0.72% 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,971 $1.76M 0.22% -942 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,950 $1.76M 0.09% -120 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 11,922 $1.76M 0.4% -4,838 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 11,912 $1.75M 0.53% +683 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 11,902 $1.75M 0.17% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 11,886 $1.75M 1.09% +1,731 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 11,877 $1.75M 1.25% +281 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 11,872 $1.75M 0.53% +3,620 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,867 $1.75M 0.25% +540 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,852 $1.74M 0.25% +38 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,836 $1.74M 0.46% +4,806 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 11,818 $1.74M 0.62% -369 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,790 $1.73M 0.07% +156 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,767 $1.73M 0.11% +649 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 11,765 $1.73M 1.39% -145 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,760 $1.73M 0.35% -939 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,734 $1.73M 0.13% -78 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,730 $1.73M 0.18% +942 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,728 $1.73M 0.52% +4,095 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,727 $1.73M 0.07% -44,599 13F-HR Timeline ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNY… More: the full row for ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 11,722 $1.72M 0.59% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,719 $1.72M 0.04% +561 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 11,717 $1.72M 0.48% -1,183 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,708 $1.72M 0.39% +9,683 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 11,682 $1.72M 0.65% -674 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,663 $1.72M 0.72% +59 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,567 $1.7M 0.06% +140 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,545 $1.7M 0.1% +576 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,508 $1.69M 0.11% -118 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,495 $1.69M 0.06% +491 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,484 $1.69M 0.44% +408 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 11,428 $1.68M 0.65% +93 13F-HR Timeline