PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,975 $1.77M 0.02% -336 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,003 $1.77M 0.05% +472 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,947 $1.74M 0.04% new 13F-HR/A Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,942 $1.74M 0.04% -42 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,942 $1.74M 0.64% +22 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,941 $1.74M 1.71% -34 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,926 $1.72M 0.2% +19 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,923 $1.72M 0.18% +48 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 1,906 $1.71M 0.02% +788 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,721 $1.7M 0.73% +15 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,901 $1.7M 0.02% -36 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,900 $1.7M <0.01% -178,837 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,883 $1.69M 0.29% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,882 $1.68M 0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,858 $1.66M 0.2% +424 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,850 $1.66M 0.22% +84 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,838 $1.65M 0.17% -134 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,823 $1.63M 0.49% +39 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,813 $1.62M -41 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,809 $1.62M 0.19% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,792 $1.6M 0.07% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,790 $1.6M 0.67% -64 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,788 $1.6M 0.1% +33 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,777 $1.59M 0.38% -440 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,762 $1.58M 1.81% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,761 $1.58M 0.13% -224 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,754 $1.57M 0.11% +603 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,751 $1.57M 0.13% +1 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,739 $1.56M 0.05% -13 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,768 $1.55M 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,716 $1.54M 0.14% -103 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,711 $1.53M 0.3% new 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 1,697 $1.52M 1.25% -473 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,686 $1.51M 0.34% -17 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,683 $1.51M 0.04% +137 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,698 $1.5M 0.15% +5 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,671 $1.5M 0.04% +683 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,669 $1.49M 0.23% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,664 $1.49M 0.1% -242 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,659 $1.49M 0.82% -103 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,654 $1.48M 0.02% -4 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,650 $1.48M 0.87% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,643 $1.47M 0.05% -60 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,634 $1.46M 0.25% +2 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,630 $1.46M 0.05% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,629 $1.46M 0.38% +999 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,614 $1.44M 0.07% -388 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,603 $1.44M 0.01% -393 13F-HR Timeline Group SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 1,600 $1.43M 0.13% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,594 $1.43M 0.1% -263 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,590 $1.42M 1.03% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,647 $1.42M 0.08% -27 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,584 $1.42M 0.35% +547 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,539 $1.42M 0.11% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,581 $1.42M +37 Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 1,576 $1.41M 0.05% new 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,561 $1.4M 0.26% -280 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,558 $1.39M 0.28% -1,562 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,556 $1.39M 0.26% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,538 $1.38M 0.31% -51 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,532 $1.37M 0.22% -35 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,531 $1.37M 0.24% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,527 $1.37M 0.08% -63 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,522 $1.36M 0.35% -65 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,510 $1.35M 0.12% -42 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,507 $1.35M 0.04% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,458 $1.34M 1.22% -1,000 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,492 $1.34M 0.37% -54 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,488 $1.33M 0.13% -5 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,470 $1.32M <0.01% -170 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,463 $1.31M 0.45% -22 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,461 $1.31M 0.03% -31 13F-HR/A Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 1,459 $1.31M 0.24% -3,483 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,455 $1.3M 0.03% +3 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 1,454 $1.3M 0.87% +59 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,442 $1.29M 0.05% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,440 $1.29M 0.09% +473 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 1,440 $1.29M 1.29% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,439 $1.29M 0.1% +149 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,439 $1.29M 0.42% -102 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,435 $1.29M 0.67% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,435 $1.29M 0.04% +50 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,427 $1.28M 0.05% +62 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,421 $1.27M 0.23% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,418 $1.27M 0.42% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,417 $1.27M <0.01% -66 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,413 $1.27M 0.21% +70 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,411 $1.26M 0.14% +575 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,412 $1.26M 0.07% +1,162 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,400 $1.25M 0.28% +100 13F-HR/A Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,400 $1.25M 0.76% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,398 $1.25M 0.35% -191 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,394 $1.25M 0.01% new 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 1,394 $1.25M 1.24% -45 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,394 $1.25M 0.15% -12 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,392 $1.25M 0.12% +265 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,387 $1.24M 0.2% -13 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,373 $1.23M 0.06% -715 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,370 $1.23M 0.16% -111 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,362 $1.22M 0.01% -8,072 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 1,350 $1.21M 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,349 $1.21M 0.08% +43 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,348 $1.21M 0.85% -112 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,340 $1.2M 0.13% +17 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,329 $1.19M 0.39% +4 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,327 $1.19M 0.01% -424 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,325 $1.19M 0.1% +200 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,319 $1.18M 0.06% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,317 $1.18M 0.67% -32 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,316 $1.18M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,276 $1.18M 0.06% -2 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,304 $1.17M 0.35% -5 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,303 $1.17M 0.06% +235 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,302 $1.17M 0.08% +87 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,300 $1.16M 0.02% +700 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,300 $1.16M 0.01% +69 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,298 $1.16M 0.15% +135 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,296 $1.16M 0.1% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,295 $1.16M 0.03% -183 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,286 $1.15M 0.05% -110 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,288 $1.15M 0.16% -267 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,287 $1.15M 1.2% -51 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,286 $1.15M 0.13% +22 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,269 $1.14M 0.09% -101 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,265 $1.13M 0.24% +2 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,264 $1.13M 0.06% -4 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,256 $1.12M 0.02% +77 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,255 $1.12M 0.03% +75 13F-HR/A Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,251 $1.12M 0.29% +134 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,250 $1.12M 0.07% +61 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,234 $1.1M 0.01% -910 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,232 $1.1M 0.04% +11 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,226 $1.1M 0.05% -5,477 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,225 $1.1M 0.11% -1,309 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,221 $1.09M 0.06% -21 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,220 $1.09M 0.61% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,220 $1.09M 0.39% -192 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 1,185 $1.09M 0.81% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,213 $1.09M 0.5% -38 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,212 $1.09M 0.87% +44 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,209 $1.08M 0.22% +32 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,208 $1.08M 0.08% -291 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,200 $1.07M 0.17% -25 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,200 $1.07M 0.02% +36 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,200 $1.07M 0.02% +38 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,199 $1.07M 0.04% -420 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,197 $1.07M 0.06% -136 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,190 $1.07M 0.03% -893 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,189 $1.06M 0.36% -50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,114 $1.06M 0.02% +229 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,181 $1.06M 0.06% -4 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,167 $1.04M 0.12% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,159 $1.04M 0.17% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,155 $1.03M 0.06% -11 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,153 $1.03M 0.18% -620 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,150 $1.03M 0.02% +499 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,149 $1.03M 0.03% -14 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,148 $1.03M 0.28% +26 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,143 $1.02M 0.87% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,141 $1.02M 0.03% -126 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,139 $1.02M 0.27% +4 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,120 $1M 0.04% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,120 $1M 0.02% +154 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,115 $998K 0.06% +588 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,128 $991K 0.09% 0 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,105 $989K 0.27% +975 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,104 $988K 0.73% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,043 $988K -94 Timeline Bell Bank More: the full row for Bell Bank 1,103 $987K 0.04% +7 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,103 $987K 0.14% -7 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,096 $981K 0.23% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,093 $978K 0.49% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,090 $975K 0.13% -12 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 1,089 $975K 0.09% 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,086 $972K 0.23% +44 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,085 $971K 0.56% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,082 $969K 0.38% +16 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,052 $964K 0.05% +11 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,076 $963K 0.14% +302 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 1,072 $960K 0.73% -254 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,071 $959K 0.01% -213 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,070 $958K 0.11% +206 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,067 $955K 0.32% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,066 $954K 0.22% +650 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,065 $953K 0.33% +40 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 1,065 $953K 0.73% -545 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,062 $951K 0.04% +172 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,060 $949K 0.67% -160 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,057 $946K 0.03% +8 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,057 $946K 0.21% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,054 $944K 0.54% +52 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,054 $944K 0.09% -44 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,053 $943K 0.04% +989 13F-HR/A Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 1,050 $940K +540 Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,050 $940K 0.07% -13 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,049 $939K 0.19% +39 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,037 $928K 0.4% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,036 $928K 0.06% -55 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,035 $927K 0.28% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,033 $924K 0.41% +123 13F-HR Timeline