CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,141 $1.69M 0.52% +52 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,107 $1.68M 0.43% +41 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,115 $1.68M 0.15% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,112 $1.68M 0.15% +876 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 10,085 $1.68M 0.16% +62 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,072 $1.68M 0.3% +2,428 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 10,030 $1.67M 0.12% -1,951 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,026 $1.67M 0.39% +140 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,024 $1.67M 0.12% -316 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 10,000 $1.66M 1.15% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,995 $1.66M 1% -107 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,975 $1.66M 0.02% +533 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,974 $1.66M 0.06% +104 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,956 $1.66M 0.19% -417 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,956 $1.66M 0.2% -2 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 9,912 $1.65M 0.16% -78,543 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,816 $1.63M 0.14% +16 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,813 $1.63M 0.44% +114 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,788 $1.63M 0.19% -10 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,782 $1.63M 0.52% +201 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 9,744 $1.62M 1.11% +40 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,743 $1.62M 0.03% +7,542 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,740 $1.62M 0.67% -200 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,736 $1.62M 0.08% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 9,733 $1.62M 0.64% +598 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,725 $1.62M 0.11% +6,612 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,714 $1.62M 0.47% +2,076 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,705 $1.61M 0.21% +529 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,702 $1.61M 0.86% +2,229 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 8,915 $1.61M 1.02% -63 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,671 $1.61M 0.22% -4,481 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,666 $1.61M 0.11% +180 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 9,621 $1.6M 0.78% +69 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,606 $1.6M 0.04% +909 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,566 $1.59M 1.59% -313 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,553 $1.59M 0.23% -12,630 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,554 $1.59M 0.48% +431 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,525 $1.58M 0.62% -2,814 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,524 $1.58M 0.53% -80 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,513 $1.58M 0.07% -31 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,511 $1.58M 0.14% -543 13F-HR Timeline Group Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,460 $1.57M 0.5% -293 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,423 $1.57M 0.47% -449 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 9,419 $1.57M 0.3% +471 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,401 $1.56M 0.14% +100 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,396 $1.56M 0.85% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,391 $1.56M 0.03% -82 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,375 $1.56M 0.07% -6 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,373 $1.56M 0.09% -350 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 9,367 $1.56M 0.02% +4,713 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,363 $1.56M <0.01% -118 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 9,360 $1.56M 0.47% +512 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,336 $1.55M 0.94% +70 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,335 $1.55M 0.27% -197 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,332 $1.55M 0.22% -643 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,315 $1.55M 0.03% +1,603 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,301 $1.55M 0.38% -491 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 9,293 $1.55M 0.7% +3 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,280 $1.54M 0.14% +525 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,274 $1.54M 0.05% +1,731 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 9,257 $1.54M <0.01% +813 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 9,231 $1.54M 0.21% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 9,208 $1.53M 1.43% -19 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 9,208 $1.53M 0.15% +368 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,207 $1.53M 0.36% -2 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,203 $1.53M 0.06% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,188 $1.53M 0.69% -49 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,183 $1.53M 0.04% -5,548 13F-HR Timeline Group BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,169 $1.53M 0.97% -320 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 9,106 $1.51M 0.32% -2,565 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 9,100 $1.51M 0.4% -900 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 9,090 $1.51M 0.32% -2,300 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,068 $1.51M 0.82% -157 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,026 $1.5M 0.6% -15 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,022 $1.5M 0.22% +2,710 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,008 $1.5M 0.18% -178 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,985 $1.49M 0.14% -1,019 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,978 $1.49M 0.2% -4,363 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,934 $1.49M 0.07% -64 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,922 $1.48M 0.58% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 8,900 $1.48M 0.07% new 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,851 $1.47M 0.1% -2,948 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,847 $1.47M 0.27% -23 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,800 $1.46M 0.42% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,785 $1.46M 0.1% +3,042 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,775 $1.46M 0.03% +376 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,774 $1.46M 0.61% -80 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 8,750 $1.46M 4.3% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,685 $1.44M 0.1% +567 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 8,682 $1.44M 0.31% +430 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,685 $1.44M 0.73% -809 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,665 $1.44M 0.11% -2,022 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,662 $1.44M 0.05% -1,099 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 8,654 $1.44M 0.06% +229 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 8,646 $1.44M 0.75% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,640 $1.44M 0.06% -633 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 8,638 $1.44M 0.27% -14,149 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 8,628 $1.44M 0.26% +1 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 8,605 $1.43M 0.36% -450 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,577 $1.43M 0.06% +30 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,572 $1.43M 0.58% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,550 $1.42M 0.96% -80 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 8,548 $1.42M 0.39% +2,970 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,536 $1.42M 0.04% -208 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 8,524 $1.42M 0.76% -4 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,493 $1.41M 0.65% -703 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,455 $1.41M 0.25% +399 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,438 $1.4M 0.1% +202 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,437 $1.4M 0.95% -35 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,431 $1.4M 0.08% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8,404 $1.4M 0.14% +43 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,368 $1.39M 0.98% +220 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,363 $1.39M 1.46% -400 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,360 $1.39M 0.07% +1,917 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 8,326 $1.39M 0.01% -7,526 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,306 $1.38M 0.94% -79 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 8,303 $1.38M 0.51% -11 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,275 $1.38M 0.12% +1,032 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,243 $1.37M 0.22% -325 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,231 $1.37M 0.18% +1,363 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,227 $1.37M 0.53% +228 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 8,153 $1.36M 0.14% -283 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,150 $1.36M 0 Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,144 $1.35M 0.24% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,133 $1.35M 0.05% -549 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 8,130 $1.35M 0.32% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,110 $1.35M 0.89% +861 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,047 $1.34M 0.78% -42 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 8,020 $1.33M 0.23% +1,551 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 8,000 $1.33M 0.02% new 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 7,988 $1.33M 0.92% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 7,963 $1.32M 0.04% -377 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,931 $1.32M 0.01% +102 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,851 $1.32M 0.14% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,910 $1.32M 0.04% -35,360 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,902 $1.31M 0.5% +124 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,889 $1.31M 0.06% +243 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,868 $1.31M 0.14% new 13F-HR/A Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 7,839 $1.3M 0.03% 0 13F-HR/A Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,827 $1.3M 0.06% +37 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,822 $1.3M 0.65% -130 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,820 $1.3M 0.17% -10 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 7,795 $1.3M 0.82% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 7,795 $1.3M 0.54% -8,668 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,786 $1.3M 0.18% -122 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 7,772 $1.29M 2.33% 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 7,750 $1.29M 0.49% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,746 $1.29M 0.04% +1,311 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,729 $1.29M 0.51% -34 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,727 $1.29M 0.05% +1,302 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,727 $1.29M 0.18% +36 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,725 $1.29M 0.07% +449 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,713 $1.28M 0.4% +129 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 7,700 $1.28M 0.24% +1,416 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,671 $1.28M 0.07% +45 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,664 $1.28M 0.34% -164 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,658 $1.27M 0.61% -10 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,644 $1.27M 0.04% -111 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,634 $1.27M 0.23% -140 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 7,629 $1.27M 0.57% +121 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,619 $1.27M 0.36% -34 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 7,544 $1.26M 0.36% -400 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,520 $1.25M 0.03% +2,203 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,512 $1.25M 0.46% -2,017 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,505 $1.25M 0.44% -357 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,502 $1.25M 0.15% -315 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,486 $1.25M 0.29% -49 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,475 $1.24M 0.34% -7,653 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,462 $1.24M 0.11% +117 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,442 $1.24M 0.27% -948 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,376 $1.24M 0.32% -3,131 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,423 $1.23M 0.21% -438 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 7,417 $1.23M 0.45% -121 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,401 $1.23M 0.1% +601 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 7,394 $1.23M 0.46% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,390 $1.23M 0.26% +295 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,368 $1.23M 0.44% -3,367 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,368 $1.23M 0.14% -12 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,355 $1.22M 0.1% -152 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,131 $1.22M 0.21% -1,710 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,352 $1.22M 0.1% +58 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 7,350 $1.22M 0.64% +207 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,318 $1.22M 0.04% +1,221 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,318 $1.22M 0.21% +1,349 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,766 $1.21M 0.54% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,216 $1.2M 0.04% +694 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,187 $1.2M 0.12% +1,165 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 7,158 $1.19M 0.03% -58 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,139 $1.19M 0.04% +754 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,137 $1.19M 0.07% -480 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,122 $1.19M 0.44% +18 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,108 $1.18M 0.15% -15 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 7,379 $1.18M 0.07% +379 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,079 $1.18M 0.16% +223 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,073 $1.18M 0.07% -161 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 7,071 $1.18M 0.11% +7,007 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 7,064 $1.18M 0.89% -101 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,060 $1.17M 0.55% 0 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,015 $1.17M 0.22% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,960 $1.16M 0.49% 0 13F-HR Timeline