DOHJ, LLC More: the full row for DOHJ, LLC 5,034 $2.51M 0.58% +26 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,003 $2.49M 0.11% +30 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.49M 0.39% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,972 $2.48M 0.46% +311 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,963 $2.47M 0.09% -6 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,945 $2.46M 0.48% +50 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,934 $2.46M 1% -809 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,926 $2.45M 0.68% +210 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,865 $2.42M 0.5% +1,308 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,861 $2.42M 0.68% -5,532 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,857 $2.42M 0.3% -729 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 4,817 $2.4M 0.32% +1,165 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,809 $2.39M 0.04% -3,925 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,799 $2.39M 0.68% 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,797 $2.39M 0.28% -733 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,782 $2.38M 0.03% -399 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,766 $2.37M 0.56% +186 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,754 $2.37M 0.78% -5 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,744 $2.36M 0.86% +173 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,734 $2.36M 0.48% +2,074 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,688 $2.33M 0.3% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,666 $2.32M 0.08% -431 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,638 $2.31M 0.06% 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,624 $2.3M 0.61% +48 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,621 $2.3M 0.33% -30 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,595 $2.29M 0.07% +578 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,587 $2.28M 0.21% +1,542 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,584 $2.28M 0.04% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,580 $2.28M 1.37% +22 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,576 $2.28M 0.36% -381 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,575 $2.28M 0.24% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,507 $2.28M 0.06% -157 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,565 $2.27M 0.3% -6 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,548 $2.27M 0.15% 0 13F-HR Timeline Group Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,529 $2.26M 1.14% +180 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,529 $2.24M 0.35% -12 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,492 $2.24M 0.07% -330 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,453 $2.22M 0.03% -884 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,450 $2.22M 0.62% -50 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,444 $2.21M 0.06% +79 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,429 $2.21M 0.28% -80 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,407 $2.19M 0.18% +2,640 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,400 $2.19M 0.36% -101 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,519 $2.18M 0.12% +332 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,380 $2.18M 0.06% +164 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 4,371 $2.18M 1.01% +319 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,363 $2.17M 0.16% -43 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,358 $2.17M 0.05% +549 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 4,354 $2.17M 0.26% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,328 $2.16M 0.03% +352 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,296 $2.14M 0.08% -166 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 4,275 $2.13M 0.97% -63 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,273 $2.13M 0.86% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,273 $2.13M 0.03% +2,389 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,266 $2.12M 0.98% +10 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 4,209 $2.1M 0.86% -35 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,184 $2.08M 0.88% -599 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,060 $2.08M 0.13% -9 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,179 $2.08M 0.31% +3 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,171 $2.08M 1.45% -133 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 4,145 $2.06M 1.05% +1,815 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,140 $2.06M 0.1% -344 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 4,140 $2.06M 2.36% -1,148 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,128 $2.06M 0.2% +933 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 4,127 $2.06M 0.14% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,101 $2.04M 0.11% -9 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,081 $2.03M 0.81% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,078 $2.03M 0.13% +220 13F-HR/A Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,074 $2.03M 0.72% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4,068 $2.03M 0.83% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,030 $2.01M 0.12% -20 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,026 $2.01M 0.52% -100 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,024 $2M 0.38% +150 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 3,998 $1.99M 0.28% -27 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,998 $1.99M 0.03% -39 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,960 $1.97M 0.02% +739 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,934 $1.96M 0.1% +143 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,925 $1.95M 0.03% +1,408 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,922 $1.95M 0.14% +62 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,910 $1.95M 0.18% +5 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,855 $1.92M 0.04% +1,776 13F-HR Timeline Group LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,855 $1.92M 1.91% 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,845 $1.91M 0.74% -2 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,841 $1.91M 0.11% +1,930 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,829 $1.91M 0.27% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,825 $1.9M 0.15% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,823 $1.9M 0.12% +16 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,810 $1.9M 0.27% -951 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,808 $1.9M 0.34% +8 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,807 $1.9M 0.28% +65 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,755 $1.87M 0.19% +43 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 3,744 $1.86M 0.03% +2,117 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,737 $1.86M 0.01% +2,488 13F-HR Timeline Group AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,724 $1.85M 0.81% +137 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,720 $1.85M 0.2% +425 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,714 $1.85M 0.52% +119 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,697 $1.84M 0.14% -206 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,690 $1.84M 0.1% +110 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,687 $1.84M 0.74% -1,222 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,670 $1.83M 0.19% +541 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,665 $1.83M 0.1% +2,202 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,630 $1.81M 0.06% -855 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,499 $1.81M 0.23% +537 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,623 $1.8M 0.45% +1,001 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 3,610 $1.8M 0.01% -48 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,604 $1.79M 0.03% -176 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,591 $1.79M 0.1% +411 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,538 $1.76M 0.14% -206 13F-HR/A Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,529 $1.76M 0.73% -24 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,520 $1.75M 1.34% 0 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,509 $1.75M 0.53% +61 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,502 $1.74M 0.15% +469 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,498 $1.74M 1.49% +431 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,493 $1.74M 0.06% -343 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,361 $1.72M 0.1% +80 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,430 $1.71M 0.03% +4 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,415 $1.7M 0.09% -15 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,379 $1.68M 0.19% +125 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,378 $1.68M 0.11% 0 13F-HR Timeline Group Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 3,369 $1.68M 1.12% +1,021 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,342 $1.66M 0.11% -45 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,332 $1.66M +1,127 Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 3,325 $1.66M 0.57% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,317 $1.65M 0.2% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,304 $1.65M 0.05% 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 3,305 $1.65M 0.03% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,270 $1.63M 0.05% -29 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 3,270 $1.63M 0.04% +135 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,264 $1.63M 0.67% +212 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,253 $1.62M 0.23% -436 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 3,250 $1.62M 1.41% +1,250 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,247 $1.62M 0.04% -493 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,225 $1.61M 0.07% +134 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,221 $1.6M 0.19% +43 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,212 $1.6M 0.04% +908 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,207 $1.6M 0.28% -38 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,202 $1.59M 0.15% +153 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,187 $1.59M 0.19% +43 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,180 $1.58M 0.04% new 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,176 $1.58M 0.05% +143 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,172 $1.58M 0.04% -100 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,166 $1.58M 0.1% +241 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,159 $1.57M 0.01% -430 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 3,151 $1.57M 1.16% 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,137 $1.56M 0.5% -119 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,121 $1.55M 0.11% +14 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,090 $1.54M 0.08% -38 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 3,081 $1.53M 0.53% -41 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,064 $1.53M 0.15% 0 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 3,060 $1.52M 0.16% +189 13F-HR/A Timeline Cadence Bank More: the full row for Cadence Bank 3,053 $1.52M 0.1% -51 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,045 $1.52M 0.09% -26 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,038 $1.51M 0.11% -151 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,034 $1.51M 0.21% +6 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,023 $1.51M 0.08% +195 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,754 $1.49M 0.12% +145 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,991 $1.49M 0.2% -73 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,984 $1.49M 0.02% +479 13F-HR/A Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,983 $1.49M 0.05% -498 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,948 $1.47M 0.98% +1,521 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 2,935 $1.46M 0.03% -208 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,934 $1.46M 0.26% -58 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,923 $1.46M 0.08% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,912 $1.45M +554 Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,867 $1.43M 0.11% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,859 $1.42M 0.03% +356 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,847 $1.42M 0.27% 0 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,844 $1.42M 0.45% +114 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,839 $1.41M 0.11% +1,034 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,816 $1.4M 0.05% -12 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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