Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,058 $864K 0.05% +33 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 7,282 $864K 0.08% 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 7,256 $861K 0.01% -127 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,248 $860K 0.01% +4,973 13F-HR Timeline Group Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 7,245 $859K 1.62% -13,046 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,238 $859K 0.18% +1,125 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,199 $854K 0.13% +287 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,190 $853K 1.01% +2,290 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,120 $845K 0.18% +565 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,124 $844K 0.03% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,108 $843K 0.03% -2,669 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,034 $834K 0.05% -1,318 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,821 $833K 0.36% -3,741 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,000 $830K 0.14% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,974 $827K 0.04% +171 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,961 $826K 0.77% +3,850 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,955 $825K 0.19% +834 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,250 $825K 0.16% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,946 $824K 0.05% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,944 $824K 0.04% -226 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,939 $823K <0.01% -12,330 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,909 $820K 0.24% -206 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,858 $813K 0.52% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,850 $813K 0.26% -510 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 6,832 $810K 0.03% -2,276 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,783 $805K 0.04% +6,301 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 6,775 $804K 0.47% +1,312 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,767 $803K 0.02% -3,378 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,750 $801K 0.41% +250 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,745 $800K 0.03% +3,284 13F-HR/A Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,714 $796K 0.05% +463 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,689 $793K 0.08% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,675 $792K 0.06% +32 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 6,660 $790K 0.43% -1,904 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,659 $790K 0.19% -32 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,065 $790K 0.05% -832 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,623 $786K 0.05% +264 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,604 $783K 0.09% +668 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,601 $783K 0.19% +3,568 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,565 $779K 0.03% -483 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 6,549 $777K 0.09% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,540 $776K 0.17% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,534 $775K 0.02% +917 13F-HR/A Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 6,508 $772K 0.09% -466 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,486 $769K 0.05% +456 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,440 $764K 0.02% +345 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,397 $759K 0.02% +1,065 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,392 $758K 0.37% +66 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,383 $757K 0.06% +1,910 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,376 $756K 0.3% +806 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,368 $755K 0.03% +645 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,361 $755K 0.15% -77 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,359 $754K 0.49% +175 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,343 $752K 0.16% -18 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 6,340 $752K 0.06% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 6,336 $752K 1.09% -20 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,328 $751K 0.39% -645 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,326 $750K 0.07% +4,557 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,318 $750K 0.03% +256 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,282 $745K 0.41% -190 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,273 $744K 0.05% -42 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,249 $741K 0.07% -10,290 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,232 $739K 0.02% +296 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,218 $738K 0.52% +562 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,202 $736K 0.01% -655 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 6,197 $735K 1.21% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,181 $733K 0.41% -9 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 6,178 $733K 0.02% +2,461 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,176 $733K 0.06% +4,785 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 6,150 $730K 0.03% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,143 $729K 0.05% +40 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,128 $727K 0.02% -97 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,119 $726K 0.01% +299 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,067 $720K 0.05% -303 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,060 $719K 0.04% -474 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,050 $718K 0.01% +1,576 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,049 $718K 0.03% -440 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,031 $715K 0.02% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,025 $715K 0.22% +1,025 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,000 $712K 0.06% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,968 $708K 0.07% +29 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,966 $708K 0.2% +172 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,932 $704K 0.02% +882 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,930 $703K 0.01% -5,764 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,928 $703K 0.08% -2,447 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,922 $702K 0.39% +103 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,918 $702K 0.04% -18,307 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,910 $701K <0.01% -2,180 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 5,884 $698K 0.14% +486 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,878 $697K 0.04% +409 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,865 $696K 0.03% -627 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,827 $691K 0.06% -6 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,810 $689K 0.07% -322 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,801 $688K 0.07% +1,433 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 5,797 $688K 0.03% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,749 $682K 0.4% -367 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,086 $680K 0.04% -1,506 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,732 $680K 0.06% -1,313 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,729 $680K 0.31% +124 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,728 $679K 0.29% -220 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,696 $676K 0.32% -7 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,691 $675K 0.01% +1,014 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 5,664 $672K 0.09% +33 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,656 $671K 0.01% +795 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,657 $670K 0.06% -1,615 13F-HR Timeline Group Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 5,644 $669K 0.01% +682 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,640 $669K 0.03% -10 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 5,639 $669K 0.05% +1,474 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 5,623 $667K 0.01% +3,112 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,613 $666K 0.04% -91 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,600 $664K 0.01% -32,078 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,596 $664K 0.04% +96 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,567 $660K 0.04% -225 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,561 $660K 0.01% -501 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,546 $658K 0.07% +2,304 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,518 $655K 0.02% +881 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,513 $654K 0.01% -405 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,511 $654K 0.73% +14 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,510 $654K 0.05% +467 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,496 $652K 0.03% -1,038 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,485 $651K 0.01% +187 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,481 $650K 0.08% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,452 $647K 0.38% -541 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,437 $645K 0.03% -19 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 5,427 $644K 0.13% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,427 $644K 0.04% +1,025 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,410 $642K 0.08% -75 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,405 $641K 0.08% +897 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,393 $640K 0.01% -243 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,372 $637K 0.06% -456 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,350 $635K 0.62% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,345 $634K 0.29% -500 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,341 $634K 0.22% -109 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,334 $633K 0.35% +2,850 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,331 $632K 0.01% +3,294 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,314 $630K 0.01% +1,515 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,300 $629K 0.15% -77 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,285 $627K 0.27% +24 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,262 $624K 0.22% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,257 $624K 0.05% -72 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,238 $621K 0.06% -320 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 5,235 $621K 0.52% 0 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 5,220 $619K 0.54% +30 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,214 $618K 0.12% -3,103 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,200 $617K 0.01% -900 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,189 $616K 0.02% -42 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,153 $611K 0.06% +173 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,083 $603K <0.01% +3,680 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,072 $602K 0.07% -5 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 5,068 $601K 0.13% 0 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,063 $601K 0.46% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,059 $600K 0.12% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,035 $597K 0.08% +190 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,013 $595K 0.39% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,008 $594K <0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,006 $594K 0.01% +669 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,991 $592K 0.25% +2,830 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,985 $591K 0.24% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,980 $591K 0.02% +1,509 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,970 $590K 0.01% +648 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 4,970 $590K +1,025 Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,983 $589K <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,899 $588K 0.02% +1,845 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,924 $584K 0.07% -271 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,923 $584K 0.34% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,912 $583K 0.37% -85 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,911 $583K 0.1% -269 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,425 $580K 0.06% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,889 $580K 0.02% +766 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,855 $576K 0.37% +151 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,875 $575K 0.02% -3,433 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,775 $566K 0.35% -60 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,767 $565K 0.16% -279 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,645 $563K 0.04% +1,599 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,732 $561K 0.22% 13F-HR/A Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,724 $560K 0.09% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,719 $560K 0.17% +251 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,688 $556K 0.04% -16 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,677 $555K 0.03% +114 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,664 $553K 0.04% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,663 $553K 0.04% +2,698 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,649 $551K 0.02% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,624 $548K 0.59% -371 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,573 $542K 0.01% -1,319 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,559 $541K 0.17% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,550 $540K 0.03% -252 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,550 $540K 0.05% -47 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,858 $536K 0.01% +742 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,507 $535K 0.02% +610 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,497 $533K 0.08% +1,579 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,466 $530K 0.33% +228 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,457 $529K 0.38% +2,515 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,423 $525K 0.44% +27 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,412 $523K 0.34% -30 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,405 $523K 0.02% +720 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,400 $522K 0.08% -70 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,386 $520K <0.01% -421 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,372 $519K 0.03% -28,280 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,358 $517K 0.03% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,353 $516K 0.18% -3,675 13F-HR Timeline