WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,922 $9.05M 0.51% +5 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,874 $9.02M 0.86% -622 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,855 $9.01M 0.47% -518 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 13,834 $9M 0.75% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 13,816 $8.99M 8.59% -292 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 13,785 $8.96M 2.17% +769 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 13,741 $8.94M 6.63% +185 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,741 $8.94M 0.65% -64 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 13,735 $8.93M 4.62% -3,034 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 13,707 $8.91M 14.29% -1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,687 $8.9M 0.24% -23,445 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 13,680 $8.9M 2.66% -3,196 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 13,676 $8.89M 0.43% +2,902 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 13,671 $8.89M 7.51% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 13,628 $8.86M 7.31% +538 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 13,576 $8.83M 2.5% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 13,536 $8.83M 8.81% -9,435 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 13,530 $8.8M 0.07% -2,800 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 12,275 $8.78M 3.7% -6 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 13,462 $8.75M 7.03% -2,123 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 13,442 $8.74M 0.63% -511 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,435 $8.74M 0.69% +77 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 13,392 $8.71M 2.48% -12,944 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,390 $8.71M 0.57% +45 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,375 $8.7M 2.14% -366 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 13,360 $8.69M 1.88% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 13,351 $8.68M 1.5% -5,257 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 13,298 $8.65M 6.04% +681 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 13,279 $8.64M 6.23% +297 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 13,244 $8.61M 5.32% +1,456 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 13,235 $8.61M 1.17% +496 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,181 $8.57M 0.92% -2,675 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,112 $8.53M 0.83% +275 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,963 $8.49M 0.64% +17 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,041 $8.48M 0.76% -297 13F-HR Timeline Harvey Partners, LLC More: the full row for Harvey Partners, LLC 13,000 $8.45M 0.69% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,990 $8.45M 0.1% -2,169 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,962 $8.43M 1.42% -379 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 12,952 $8.42M 3.68% -784 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 12,918 $8.4M 8.12% +2,354 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,916 $8.4M 0.3% +2,477 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,911 $8.4M 1.74% -903 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 12,902 $8.39M 4.45% -39 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 12,888 $8.38M 5.47% +797 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,877 $8.37M 1.89% -177 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 12,875 $8.37M 6.12% +1,459 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 12,871 $8.37M 4.74% +1,082 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,865 $8.37M 6.58% +297 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,864 $8.37M 0.62% -139 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,837 $8.36M 1.29% -76 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 12,843 $8.35M 4.78% -507 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 12,842 $8.35M 4.07% -526 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,839 $8.35M 0.66% -1,600 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,737 $8.28M 0.48% +359 13F-HR Timeline Group High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 12,724 $8.27M 1.06% +10,050 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,723 $8.27M 0.79% -5,510 13F-HR Timeline VMS Asset Management Limited More: the full row for VMS Asset Management Limited 12,710 $8.27M 5.05% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 12,703 $8.26M 2.8% +1,584 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 12,676 $8.24M 4.11% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 12,668 $8.24M 0.91% -62 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 12,666 $8.24M 5.45% -176 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 12,576 $8.18M 2.21% +96 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 12,568 $8.17M 2.6% +2,425 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,534 $8.15M 0.22% -2 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 12,513 $8.14M 0.65% +1,415 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,510 $8.14M 1.2% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11,961 $8.13M 0.08% +853 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 12,475 $8.11M 1.66% -130 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,463 $8.11M 0.93% -318 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 12,421 $8.08M 0.45% +359 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 12,411 $8.07M 5.75% +879 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,399 $8.06M 2.96% -634 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 12,394 $8.06M 2.77% +32 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 12,388 $8.06M 2.44% -20,284 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 12,387 $8.06M 2.69% +110 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 12,383 $8.05M 1.66% -629 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 12,381 $8.05M 5.96% -14 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 12,378 $8.05M 1.92% +98 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 12,375 $8.05M 0.57% +134 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,354 $8.03M 1.54% -931 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 12,350 $8.03M 1.68% -3,080 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,350 $8.03M 1.33% -430 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,515 $8.02M 4.42% -422 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12,307 $8M 0.92% -3 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,280 $7.99M 1.68% -477 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,275 $7.98M 2.09% -329 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 12,271 $7.98M 4.71% +124 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 12,210 $7.94M 8.52% +1,163 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 12,158 $7.93M 3.97% -1,434 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,147 $7.9M 0.57% -196 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,128 $7.89M 0.15% -269 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,089 $7.86M 2.04% -238 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,076 $7.85M 0.05% +5,642 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 12,040 $7.85M 0.65% +37 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 12,027 $7.82M 1.76% -170 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 12,019 $7.82M 0.05% -1,661 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 11,999 $7.8M 3.62% +1,445 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 11,992 $7.8M 2.91% -309 13F-HR Timeline American Trust More: the full row for American Trust 11,987 $7.8M 0.69% -501 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 11,979 $7.79M 0.52% -3,025 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,952 $7.77M 0.14% -793 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,908 $7.77M 0.57% +1,973 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 11,922 $7.75M 0.12% -3,801 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,760 $7.75M 2.93% -592 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,912 $7.75M 1.32% -377 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 11,909 $7.74M 0.12% -825 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 11,903 $7.74M 2.08% -372 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 11,894 $7.74M 4.41% -1,012 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,881 $7.73M 0.16% -2,311 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 11,874 $7.72M 4.42% -1,992 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,849 $7.71M 1.76% -35 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 11,844 $7.7M 1.85% -243 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 11,829 $7.69M 5.82% -97 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 11,777 $7.68M 2.74% +333 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,778 $7.66M 1.26% +58 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 11,774 $7.66M 0.17% -10 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 11,756 $7.65M 2.58% -8,607 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 11,749 $7.64M 3.96% -1,766 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 10,624 $7.63M 1.63% +1,381 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 11,714 $7.62M 4.23% -284 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 11,699 $7.61M 2.43% -428 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 11,681 $7.6M 3.57% -631 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,586 $7.59M 1.59% +10,087 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 11,674 $7.59M 3.69% +1,996 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 11,636 $7.59M 1.81% +140 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 11,609 $7.55M 2.42% -130 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 11,573 $7.53M 6.38% -313 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 11,563 $7.52M +196 Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,605 $7.52M 0.29% +1,606 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,554 $7.51M 0.33% -1,952 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,489 $7.47M 0.36% +186 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,451 $7.45M 0.11% -144,736 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 11,448 $7.45M 11.25% +132 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11,447 $7.44M 1.15% -20 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 11,440 $7.44M 0.56% -360 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 11,426 $7.43M 5.46% +462 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 11,417 $7.42M 3.61% +8,617 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 11,405 $7.42M 2.66% -95 13F-HR Timeline Group TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 11,378 $7.4M 0.52% -7,654 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 11,373 $7.4M 0.44% -155 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 11,366 $7.39M +1,228 Timeline Port Capital LLC More: the full row for Port Capital LLC 11,355 $7.38M 0.33% +150 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,348 $7.38M 0.76% -426 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,344 $7.38M 0.23% +46 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,343 $7.38M 2.49% +341 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 11,343 $7.38M 0.81% +93 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,262 $7.32M 0.41% +3,290 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,262 $7.32M 0.8% -1,983 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,389 $7.3M 5.26% +2,028 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 11,227 $7.3M 0.49% 0 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 11,211 $7.29M 3.22% -1,295 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,199 $7.28M 0.62% +9,002 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,185 $7.27M 1.15% -12 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 11,169 $7.26M 0.9% 0 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 11,118 $7.23M 4.69% -32,984 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 11,115 $7.23M 0.97% 0 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 11,100 $7.22M 7% -62,400 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 11,066 $7.2M 1.06% -275 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,023 $7.17M 2.33% -1,026 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 11,011 $7.16M 0.33% +1,018 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 11,001 $7.15M 0.47% -4,395 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 11,000 $7.15M 8.13% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,993 $7.15M 2.96% +9,333 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,992 $7.15M 0.36% +1,672 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 10,990 $7.15M 0.67% -501 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 10,985 $7.14M 0.2% 0 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 10,499 $7.13M 2.82% +4 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 10,950 $7.12M 1.06% +1,268 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,944 $7.12M -20 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,936 $7.11M 0.07% +2,687 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 10,932 $7.11M 5.13% -601 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 10,924 $7.1M 5.81% -1,897 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10,924 $7.1M 0.22% +212 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 10,922 $7.1M 2.8% -540 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 10,920 $7.1M 3.19% +444 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,908 $7.09M 0.88% -2,359 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,862 $7.06M 1.96% +272 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,861 $7.06M 0.28% -523 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 10,860 $7.06M 3.83% -3,976 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 10,860 $7.06M 0.51% -32 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 6,555 $7.06M 0.1% -5,444 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,856 $7.06M 1.65% -100 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,831 $7.05M 0.54% +387 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,828 $7.04M 3.54% +744 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,793 $7.02M 0.9% +143 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,792 $7.02M 1.26% +310 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 10,785 $7.01M 3.49% -1,612 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 10,437 $7M 4.98% -20 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 10,752 $6.99M 1.85% -1,452 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,725 $6.98M 0.45% +15 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,704 $6.97M 1.65% +202 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,686 $6.95M 0.09% +91 13F-HR Timeline Armbruster Capital Management, Inc. 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