FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 14,453 $10.8M 0.6% -75 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 14,375 $10.7M 3.17% -57 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 14,361 $10.7M 0.03% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,310 $10.7M 2.56% +728 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 14,258 $10.7M 0.56% -8,863 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 14,325 $10.7M 9.28% +100 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 14,317 $10.7M 0.09% +3,381 13F-HR/A Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 14,303 $10.7M 0.41% +627 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 14,300 $10.7M 1.61% +212 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,245 $10.7M 2.39% -159 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,277 $10.7M 6.62% +979 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,247 $10.6M 1.88% +255 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,244 $10.6M 0.26% -145 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 14,237 $10.6M 5% -500 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 14,232 $10.6M 0.06% +2,156 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 14,216 $10.6M 1.08% -30 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 14,192 $10.6M 9% +1,274 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 14,167 $10.6M 2.76% -593 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,119 $10.5M 0.48% +264 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 14,094 $10.5M 1.05% -1,041 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 14,090 $10.5M 1.15% +1,783 13F-HR/A Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 14,048 $10.5M 1.79% +13 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,062 $10.5M 0.56% +1,325 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 13,986 $10.4M 0.56% -1,561 13F-HR Timeline Group BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 13,909 $10.4M 5.08% -531 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,876 $10.4M 0.92% +2 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 18,735 $10.3M 10.63% -1,201 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 13,834 $10.3M 1.8% -332 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 13,817 $10.3M 5.74% +942 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 13,760 $10.3M 2.21% +400 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 13,741 $10.3M 3.28% -852 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 13,732 $10.2M 0.82% -102 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 13,725 $10.2M 9.94% -406 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 13,703 $10.2M 6.56% +424 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,680 $10.2M 0.51% -242 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,662 $10.2M 0.75% +3,358 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 13,651 $10.2M 6.73% -20 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 13,650 $10.2M 7.68% +22 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 13,643 $10.2M 6.98% -3,467 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 13,605 $10.2M 1.94% -483 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 13,589 $10.1M 2.88% +1,190 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,562 $10.1M 0.24% -231,415 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,528 $10.1M 0.64% +664 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 13,528 $10.1M 2.41% -8,282 13F-HR/A Timeline Bedminster, LLC More: the full row for Bedminster, LLC 13,436 $10M 8.57% -757 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 13,417 $10M 1.59% +66 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 13,376 $9.99M 2.43% -200 13F-HR/A Timeline Madrid Financial Services More: the full row for Madrid Financial Services 13,369 $9.98M 5.28% +1,098 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 13,308 $9.94M 2.7% -84 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,272 $9.91M 1.36% +435 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,247 $9.89M 1.1% -1,575 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,220 $9.87M 0.72% -222 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,200 $9.86M 0.64% -235 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,159 $9.83M 0.86% +47 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,145 $9.82M 0.65% -245 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,909 $9.78M 0.58% -2,292 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 13,093 $9.78M 2.11% +11,837 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 13,072 $9.76M 1.5% +1,160 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 13,068 $9.76M 6.95% +203 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 13,015 $9.72M 5.3% -229 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 12,975 $9.69M 2.82% +581 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 12,938 $9.69M 2.65% -1,862 13F-HR/A Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 12,958 $9.68M 1.87% +2,455 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,938 $9.66M 6.06% -797 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,914 $9.64M 0.67% +75 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 12,902 $9.63M 2.16% -883 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 12,900 $9.63M 2.73% +197 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,884 $9.62M 0.8% +161 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 12,856 $9.6M 46.1% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,822 $9.58M 0.64% -141 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 12,791 $9.55M 3.37% +3,564 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,749 $9.52M 0.77% -292 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 12,724 $9.5M 1.02% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 12,720 $9.5M 4.03% -122 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 12,713 $9.49M 4.62% -189 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,691 $9.48M 0.23% +157 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 12,690 $9.48M 1.69% +215 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 12,676 $9.47M 4.05% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,666 $9.46M 1.93% -245 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,662 $9.46M 1.09% +9,957 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 12,662 $9.46M 5.79% +251 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,658 $9.45M 0.16% +530 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,630 $9.43M 1.37% -332 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,623 $9.43M 0.3% -293 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 12,609 $9.42M 5.95% -57 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 12,604 $9.41M 2.97% +2,607 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 12,571 $9.39M 0.48% +592 13F-HR Timeline American Trust More: the full row for American Trust 12,548 $9.37M 0.72% +561 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,545 $9.37M 0.65% +32 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 12,537 $9.36M 2.78% +150 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,537 $9.36M 0.98% +74 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,403 $9.35M 4.36% -112 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,510 $9.34M 1.19% 0 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 12,508 $9.34M 2.25% -68 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,506 $9.34M 0.24% -1,181 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,501 $9.34M 1.56% +147 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 12,436 $9.31M 0.57% +528 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,466 $9.31M 3.85% +6,565 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 12,461 $9.31M 6.72% +80 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 12,439 $9.29M 3.29% +8,028 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 12,435 $9.29M 8.17% +225 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,432 $9.28M 1.9% -445 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 12,425 $9.28M 3.48% +426 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 12,396 $9.26M 2.01% +493 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 12,344 $9.22M 0.6% -31 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,336 $9.21M 1.26% +1,386 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 12,299 $9.18M 0.9% +2,944 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 12,286 $9.17M 1.94% -92 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 12,223 $9.14M 4.38% -2,282 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,221 $9.13M 0.17% +340 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 12,200 $9.11M 1.72% -183 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 12,193 $9.11M 4.45% -650 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 12,191 $9.1M 3.76% -761 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 12,173 $9.09M 4.19% +424 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,152 $9.07M 2.05% -123 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 12,118 $9.05M 1.26% -232 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,112 $9.05M 0.09% +151 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,085 $9.02M 2.03% +2,400 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 12,074 $9.02M 1.19% +2,968 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,067 $9.01M 1.71% -213 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 11,984 $8.95M 5.2% +270 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,960 $8.93M 1.74% -67 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 11,940 $8.92M 0.59% +500 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 11,934 $8.91M 2.34% -1,746 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 11,909 $8.91M 2.68% +132 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 11,843 $8.9M 5.42% -1,898 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 11,910 $8.89M 0.8% -130 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 11,909 $8.89M 3.21% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 11,903 $8.89M 0.01% -3,001 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,904 $8.89M 0.85% +556 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 11,867 $8.87M 3.46% +186 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 11,874 $8.87M 0.84% -794 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 11,871 $8.86M 1.73% +1,311 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 11,846 $8.85M 1.61% +1,769 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 11,829 $8.83M 7.41% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 11,795 $8.81M 2.83% +390 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 11,773 $8.79M 0.83% -1,408 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,757 $8.78M 0.17% -15,601 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 11,750 $8.77M 4.99% -144 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 11,738 $8.77M 7.5% +5,137 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 11,687 $8.73M 0.43% -734 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 11,684 $8.73M 4.23% -1,187 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 11,621 $8.7M 9.72% -1,915 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,773 $8.7M 3.02% +13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,607 $8.67M 2.25% +2,167 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 11,555 $8.65M 3.83% -603 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 11,561 $8.63M 11.56% +113 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 11,542 $8.62M 0.92% -3,205 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,465 $8.56M 0.23% +121 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 11,465 $8.56M 0.45% +87 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,454 $8.55M 1.56% -132 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 11,386 $8.52M 1.8% -250 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,329 $8.46M 0.08% +2,115 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,292 $8.43M 2.29% +269 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,264 $8.41M 0.36% -290 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,250 $8.4M 0.53% +622 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,241 $8.39M 1.9% +3,054 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 11,228 $8.38M 4.7% +11,195 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 11,227 $8.38M 0.51% 0 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 11,207 $8.37M 2.05% +628 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 11,195 $8.36M 0.79% -148 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 11,184 $8.35M 2.48% -515 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,180 $8.35M 1.19% -5 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,091 $8.3M 1.82% +920 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 11,118 $8.3M 3.41% +258 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 11,112 $8.3M 1.98% +250 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 10,800 $8.29M 1.01% 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 11,097 $8.29M -269 Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,086 $8.28M 1.2% -692 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11,061 $8.26M 1.08% -386 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 11,055 $8.26M 0.48% +54 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 11,052 $8.25M 2.37% +884 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 11,049 $8.25M 0.53% +189 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 11,028 $8.24M 6.35% -545 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 10,985 $8.2M 0.23% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,977 $8.2M 0.36% -15 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,966 $8.19M 2.57% -27 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 10,965 $8.19M 1.24% +391 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 10,959 $8.18M 2.9% +37 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 10,947 $8.17M 0.08% -1,072 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10,943 $8.17M 0.23% +19 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 10,925 $8.16M 1.1% -141 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10,923 $8.16M 3.95% -1,132 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 10,880 $8.15M 5.47% -52 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 10,905 $8.14M <0.01% +9,570 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 10,941 $8.14M 1.7% +317 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 10,881 $8.13M 3.48% -39 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 10,878 $8.12M -685 Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,876 $8.12M 3.37% +48 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,872 $8.12M 0.29% +267 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,860 $8.11M 0.76% +290 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 10,828 $8.09M 0.87% -341 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,807 $8.07M 1.15% +6,509 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 10,856 $8.07M 0.82% +9,182 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 10,800 $8.07M 17.24% new 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 10,752 $8.03M 2% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,746 $8.02M 0.45% +21 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,738 $8.02M 1.69% +34 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,732 $8.01M 0.77% -530 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,704 $7.99M 5.61% -685 13F-HR Timeline