BSW Wealth Partners More: the full row for BSW Wealth Partners 8,113 $450K 0.07% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,110 $450K 0.13% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,107 $450K 0.02% -56 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,994 $443K 0.02% +514 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 7,972 $442K 0.24% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,061 $432K <0.01% +1,537 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,736 $429K 0.01% -90 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 7,710 $428K 0.01% +1,388 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,680 $426K 0.02% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,567 $420K 0.01% -181 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,436 $412K 0.04% +306 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,431 $412K 0.24% +305 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,425 $412K 0.03% +716 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 7,320 $402K 0.04% +2,282 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,213 $400K 0.18% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 7,199 $399K +538 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,273 $391K 0.03% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 6,975 $387K 0.39% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,949 $385K 0.01% +1,430 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,910 $383K <0.01% +8 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,826 $379K <0.01% +1,495 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $377K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,717 $373K 0.03% +1,101 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,657 $369K 0.12% +406 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,618 $367K 0.01% +201 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,563 $364K 0.01% -356 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,527 $363K <0.01% -1,313 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,536 $362K 0.03% +827 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,540 $362K 0.04% 0 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 6,500 $360K 0.03% 0 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,461 $358K 0.19% +2,211 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,440 $357K <0.01% +79 13F-HR/A Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,404 $355K 0.17% +467 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,377 $354K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,350 $352K 0.01% +17 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,325 $351K 0.17% +721 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,282 $348K 0.01% +786 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,271 $348K 0.06% -806 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,269 $348K 0.01% +674 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,264 $347K 0.01% -2,544 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,254 $347K 0.01% -19 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,225 $345K 0.06% -617 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,114 $339K 0.01% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,109 $339K 0.31% +800 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,108 $339K 0.02% +756 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,092 $338K 0.02% +5,607 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,215 $338K 0.01% +2,476 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,088 $338K 0.35% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,110 $337K new Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,057 $336K 0.03% +2,241 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,010 $333K <0.01% -1,028 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,000 $333K 0.01% -2,000 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,997 $333K 0.18% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,988 $332K <0.01% -636 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,980 $332K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,959 $330K 0.06% +238 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,947 $330K 0.12% -1,392 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,936 $329K 0.01% +55 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,912 $328K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 5,890 $327K 0.21% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,871 $326K <0.01% -187 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,777 $320K 0.29% +346 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,767 $320K 0.01% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,753 $319K 0.01% +43 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,408 $318K 0.07% -766 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,695 $316K 0.19% +97 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 5,676 $315K 0.08% -360 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,656 $314K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,643 $313K 0.02% +935 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,591 $310K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,577 $309K 0.03% -620 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,534 $307K <0.01% +4,540 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,488 $304K 0.01% -1,272 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,471 $303K 0.1% +679 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,456 $303K 0.43% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,451 $302K 0.01% -257 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,439 $302K 0.08% -109 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,425 $301K 0.09% +331 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,416 $300K 0.01% -305 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 5,385 $299K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,374 $298K 0.16% +636 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,364 $297K 0.01% -863 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,750 $296K 0.02% +321 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,330 $296K 0.13% -1,333 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,325 $295K 0.03% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,283 $293K 0.08% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,250 $291K 0.31% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,837 $291K <0.01% +2,662 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,229 $290K 0.08% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,227 $290K 0.11% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,219 $289K 0.23% -927 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,220 $289K <0.01% -1,148 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,208 $289K 0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,167 $287K 0.01% +500 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,165 $286K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,144 $285K 0.05% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,105 $283K 0.01% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,091 $283K 0.03% -656 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,090 $282K 0.33% -273 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,068 $281K 0.12% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,073 $281K 0.02% +1,037 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,056 $280K 0.07% +879 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,002 $277K 0.16% -85 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,000 $277K 0.04% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,000 $277K 0.01% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,962 $275K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,907 $272K 0.18% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,900 $272K 0.2% +300 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,901 $272K 0.22% +172 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,899 $272K 0.03% +307 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,888 $271K 0.01% -532 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,198 $269K 0.06% -1,040 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 4,900 $269K <0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,799 $266K 0.01% +532 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,783 $265K <0.01% -1,096 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,761 $264K 0.05% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,758 $264K 0.05% 0 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,726 $262K 0.01% +347 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,669 $259K <0.01% -131 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,667 $259K 0.08% -273 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,655 $258K 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,625 $257K 0.02% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,619 $256K 0.07% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,610 $256K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,578 $254K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,557 $253K 0.02% new 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,529 $251K 0.06% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,518 $251K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,504 $250K 0.03% -1,339 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,476 $248K <0.01% new 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,455 $247K 0.04% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,758 $247K 0.05% +49 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,448 $247K 0.15% -6,542 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,427 $246K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,421 $245K 0.02% -232 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,412 $245K <0.01% +1,078 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,401 $244K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,372 $242K 0.03% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,575 $241K 0.1% -569 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,344 $241K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,329 $240K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,339 $240K <0.01% +3,692 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,311 $239K 0.02% +123 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,247 $236K 0.19% -448 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,245 $235K 0.04% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,241 $235K 0.05% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,240 $235K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,220 $234K 0.02% +697 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,212 $234K 0.08% -382 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,838 $233K 0.15% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,200 $233K 0.04% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,171 $231K 0.02% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,134 $229K 0.11% -47 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,237 $229K 0.01% -203 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,095 $227K 0.11% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,072 $226K 0.06% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 4,032 $224K <0.01% +253 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,000 $222K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,991 $221K 0.02% +154 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,985 $221K 0.05% -26,532 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 3,982 $221K 0.14% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,979 $221K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,948 $219K 0.1% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,942 $219K <0.01% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,928 $218K 0.02% -5,707 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,895 $216K 0.02% -1,728 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,851 $214K 0.02% new 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,830 $212K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,818 $212K <0.01% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,771 $209K 0.04% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,743 $208K 0.04% -549 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,742 $208K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,718 $206K 0.06% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,705 $205K 0.01% new 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,688 $205K 0.02% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,676 $204K 0.06% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,673 $204K <0.01% new 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 3,647 $202K <0.01% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,601 $200K 0.01% -173 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,528 $196K 0.13% -1,360 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,337 $185K <0.01% +1,054 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,306 $183K 0.02% +56 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,300 $183K 0.02% -943 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,321 $182K 0.11% +321 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,170 $176K 0.01% -143 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,100 $172K 0.02% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 3,000 $166K 0.02% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,985 $166K 0.03% -64 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,866 $155K <0.01% +684 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,467 $137K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,426 $135K 0.01% -491 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,323 $129K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,004 $111K <0.01% -128 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,932 $107K <0.01% +474 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,912 $106K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,910 $106K <0.01% -43 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,884 $104K 0.02% +1,711 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,880 $104K 0.01% +1,340 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,850 $103K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,848 $102K 0.04% 0 13F-HR Timeline