FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 17,346 $1.94M 0.23% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 17,341 $1.94M 0.01% +15,691 13F-HR/A Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 21,314 $1.91M 0.84% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 17,088 $1.91M 0.04% -33,519 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 17,058 $1.91M 0.54% -159 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 16,981 $1.9M 0.66% +2,881 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,914 $1.89M 0.02% +1,371 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 16,910 $1.89M 0.54% +585 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 16,897 $1.89M 0.44% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 16,777 $1.88M 0.07% +8,068 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 16,753 $1.87M 0.05% -3,209 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 16,709 $1.87M 0.17% -8,941 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 16,698 $1.87M 0.39% +1,607 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,615 $1.86M 0.06% +4,407 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 16,614 $1.86M 0.38% -466 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,517 $1.85M 0.06% +218 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 16,406 $1.83M 0.21% +2,734 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. 16,398 $1.83M 0.03% 0 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 16,378 $1.83M 0.13% +2,197 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 16,297 $1.82M <0.01% +283 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 16,228 $1.81M 0.3% +3,433 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 16,216 $1.81M 0.12% +4,323 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,975 $1.79M 0.03% +2,374 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 15,530 $1.74M 0.01% +5,398 13F-HR Timeline Stolper Co More: the full row for Stolper Co 15,423 $1.72M 0.57% +107 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 15,416 $1.72M +706 Timeline Capital Square, LLC More: the full row for Capital Square, LLC 15,378 $1.72M 1.01% -724 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 15,238 $1.7M 0.97% -324 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 15,163 $1.7M 0.9% -289 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 15,060 $1.68M 0.08% -267 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 14,985 $1.68M 0.76% -131 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,899 $1.67M 0.02% +1,926 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,778 $1.65M 0.04% +4,240 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 14,570 $1.63M 0.18% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,530 $1.62M 0.03% -829 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,407 $1.61M 0.07% +2,933 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 14,389 $1.61M 0.3% +475 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 14,362 $1.61M 2% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,353 $1.6M 0.03% +12 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,311 $1.6M 0.05% +870 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 14,239 $1.59M 0.58% +2,836 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,200 $1.59M 0.19% +300 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,170 $1.58M 0.04% +621 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,041 $1.57M 0.02% +1,786 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 14,011 $1.57M 1.26% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,989 $1.56M 0.03% +1,471 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,832 $1.55M 0.01% +1,259 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,813 $1.54M 0.01% +1,500 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,754 $1.54M 0.06% +1,472 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,719 $1.53M 0.03% +1,253 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,708 $1.53M 0.34% -254 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13,568 $1.52M 0.32% +265 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,538 $1.51M 0.02% +3,687 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13,323 $1.49M 0.04% +644 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 13,288 $1.49M 0.51% +12,566 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 13,287 $1.49M 0.29% -320 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,113 $1.47M 0.08% -18,339 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 13,100 $1.46M 0.06% +5,100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,988 $1.45M 0.04% +1,873 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 12,925 $1.44M 0.07% -34,921 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,903 $1.44M 0.13% -2,181 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 12,880 $1.44M 0.03% +7,440 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 12,856 $1.44M 0.94% +185 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,747 $1.42M 0.08% -80 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,735 $1.42M 0.6% -2,503 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,608 $1.41M 0.05% +1,175 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 12,489 $1.4M 0.04% +937 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,473 $1.39M 0.13% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,434 $1.39M 0.02% +2,982 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,405 $1.39M 0.09% +1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,272 $1.38M 0.02% +3,240 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,310 $1.38M 0.11% -213 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,289 $1.37M 0.09% +2,716 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,280 $1.37M 0.08% -1,669 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 12,260 $1.36M 1.32% +431 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,159 $1.36M 0.04% +788 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,111 $1.35M 0.06% -2,118 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,093 $1.35M 0.32% -1,000 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,028 $1.34M 0.04% +879 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 11,970 $1.34M -857 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,926 $1.33M 0.1% +1,956 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,881 $1.33M 0.06% +3,250 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,859 $1.33M 0.13% -2,987 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 11,757 $1.31M 0.02% +925 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,718 $1.31M 0.04% -4,317 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 11,705 $1.31M 0.08% -3,468 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,687 $1.31M 0.65% +8,998 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,678 $1.31M 0.04% -1,175 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,635 $1.3M 0.04% +6,083 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,227 $1.26M 0.04% +88 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 11,200 $1.25M 0.21% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 11,075 $1.24M 0.04% -1,074 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,996 $1.23M 0.06% +2,234 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 11,869 $1.23M 0.5% -93 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,860 $1.21M 0.03% -1,093 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,800 $1.21M 0.05% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,777 $1.2M 0.02% new 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 10,735 $1.2M 0.41% +7,095 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,714 $1.2M 0.12% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 10,665 $1.19M 0.33% -1,137 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,657 $1.19M 0.72% +2,142 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,481 $1.17M 0.05% 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 10,456 $1.17M 0.5% -13,524 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 10,433 $1.17M 0.19% +10 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,361 $1.16M 0.03% +5,363 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,299 $1.15M 0.14% +21 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,229 $1.14M 0.01% +193 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,212 $1.14M 0.04% +1,272 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 10,200 $1.14M 1.68% -572 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,142 $1.13M 0.04% +1,434 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,045 $1.11M 0.11% +74 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 9,895 $1.11M 0.05% +2,367 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,878 $1.1M 0.01% +1,903 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,808 $1.1M 0.02% +1,187 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,790 $1.09M 0.25% +645 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,728 $1.09M 0.04% +2,715 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 9,710 $1.09M 0.94% +333 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,550 $1.07M 0.15% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,531 $1.07M 0.1% -408 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9,369 $1.05M 0.16% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,348 $1.05M 0.01% +29 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 9,281 $1.04M 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,276 $1.04M 0.19% -228 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 9,149 $1.02M 0.5% -11,150 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 9,073 $1.01M 0.07% +142 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,066 $1.01M 0.1% -840 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,060 $1.01M 0.11% -34 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,030 $1.01M 0.19% 0 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 8,996 $1.01M 0.15% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,832 $987K 0.02% +2,423 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,776 $981K 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,695 $972K 0.1% +12 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,654 $967K 0.13% -2,007 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,593 $961K 0.01% -705 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,593 $961K 0.02% -31,945 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,578 $959K 0.05% -712 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,512 $952K 0.12% -1,406 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,256 $946K 0.1% -268 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,460 $946K 0.14% -1,515 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,404 $939K 0.29% +5,250 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,396 $939K 0.01% -333 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,306 $929K 0.02% -12 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,177 $914K 0.02% -1,662 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,173 $914K 0.03% -9,302 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 8,164 $913K 0.12% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,159 $912K 0.03% -198 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 8,127 $909K <0.01% -483,864 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,096 $905K 0.5% +347 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,044 $899K 0.52% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,951 $898K 0.05% +3,293 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,789 $897K 0.05% -1,166 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,018 $896K 0.02% +206 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,006 $895K <0.01% -3,391 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,984 $893K 0.13% +1,248 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,932 $887K 0.07% +1,147 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 7,973 $882K 0.01% +4,294 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,886 $882K 0.27% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,824 $875K 0.04% -1,043 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,778 $870K 0.07% -1,815 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,776 $869K 0.06% +409 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,710 $862K 0.07% +456 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 7,669 $857K 0.15% +3,044 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 7,669 $857K 0.49% +487 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 7,654 $856K <0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,617 $852K 0.02% -51 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for StoneX Group Inc. 7,151 $799K 0.04% +327 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,129 $797K 0.04% -622 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,114 $795K 0.12% +1,425 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,070 $790K 0.02% -208 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,066 $790K 0.01% +1,035 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,992 $782K 0.16% -2,598 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,905 $772K 0.16% -432 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,879 $769K 0.08% -13,242 13F-HR Timeline Washington Trust Advisors, Inc. 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