WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,941 $6.62M 1.9% +25 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,922 $6.61M 0.92% -183 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,896 $6.59M 1.44% -66 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 9,855 $6.57M 0.35% -145 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 9,812 $6.55M 1.6% +6,721 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,837 $6.55M 0.72% -958 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 9,832 $6.55M 3.05% +141 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 9,795 $6.53M 3.23% +656 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,762 $6.52M 2.73% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,762 $6.52M 2% +3,207 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,771 $6.51M 1.65% +470 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,770 $6.51M 3.5% -631 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 13,126 $6.51M 0.09% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,763 $6.5M 0.6% -24 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 9,711 $6.47M 0.38% -280 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,710 $6.47M 1.06% +4,628 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,677 $6.46M 0.5% -182 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 9,703 $6.46M 0.79% -55 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,699 $6.46M 0.53% +110 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,696 $6.46M 2.72% -10 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 9,686 $6.45M 2.38% -3,564 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,671 $6.44M 2.25% -20 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,667 $6.44M 1.98% -221 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,653 $6.43M 4.21% -151 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 9,641 $6.42M 0.48% +198 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,443 $6.42M 0.87% +50 13F-HR/A Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 9,609 $6.4M 5.24% -38 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 9,582 $6.4M 2.97% +620 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 9,533 $6.38M 0.4% +6,893 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 9,573 $6.38M 5.09% +156 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,567 $6.37M 0.46% -1,035 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,562 $6.37M 0.59% +78 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,548 $6.36M 0.16% +384 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,539 $6.35M 0.42% -486 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 9,516 $6.35M 2.69% +4,434 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 9,524 $6.34M 4.27% -291 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,548 $6.34M 0.74% +901 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 9,505 $6.33M 1.94% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,498 $6.33M 5.02% +152 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,454 $6.33M 0.66% -322 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,491 $6.32M 1.99% -6,270 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 9,488 $6.32M 3.36% -122 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,481 $6.32M 3.67% -109 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 9,479 $6.31M 3.09% +146 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,467 $6.31M 3.3% -53 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 9,457 $6.3M 1.36% +17 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 9,416 $6.27M 1.26% -526 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 9,371 $6.24M 5.01% -386 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,366 $6.24M 0.71% +24 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,361 $6.24M 1.17% +1,736 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,353 $6.23M 2.25% +705 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,343 $6.22M 1.84% -9 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,339 $6.22M 0.98% +2,157 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 9,338 $6.22M 1.03% +123 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,334 $6.22M 0.77% +2,932 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,252 $6.22M 1.51% +77 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 9,328 $6.21M 0.96% +1,498 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,328 $6.21M 2.7% +12 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,324 $6.21M 2.68% -269 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 9,301 $6.2M <0.01% +1,816 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,220 $6.16M 1.63% -2 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,236 $6.15M 0.27% +912 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,229 $6.15M 2.11% +484 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,209 $6.13M 0.97% -1,085 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,502 $6.13M 2.4% -804 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,193 $6.12M 0.6% -79 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 9,190 $6.12M 2.45% +251 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,188 $6.12M 2.11% +13 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,164 $6.1M 1.21% -195 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 9,153 $6.1M 14% -463 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,134 $6.08M 2.69% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 9,121 $6.07M 0.01% -278 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,093 $6.06M 0.35% +2,639 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,074 $6.05M 1.06% -1,177 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 9,059 $6.04M 0.74% -26 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,025 $6.01M 0.7% +302 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 9,009 $6M 0.98% -60 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,983 $5.98M 0.39% -92 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,982 $5.98M 1.35% +376 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 8,976 $5.98M 2.77% +4 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 8,950 $5.98M 1.55% -3,258 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,120 $5.98M 0.65% -2,905 13F-HR/A Timeline Group Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 8,942 $5.96M 1.55% -185 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,932 $5.95M 2.49% -386 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 8,908 $5.93M 0.81% -277 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,904 $5.93M 1.75% +48 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,889 $5.92M 1.14% +240 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,888 $5.92M 0.64% +1,292 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 8,885 $5.92M 0.6% -219 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 8,884 $5.92M 0.12% -15 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,830 $5.88M 0.42% -261 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,829 $5.88M 0.29% +3,493 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,814 $5.87M 0.86% -377 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,796 $5.86M 2.34% -1,815 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,787 $5.85M 0.52% -80 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,785 $5.85M 0.09% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 9,396 $5.85M 2.63% +5,024 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,754 $5.85M 1.9% -78 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,758 $5.83M 0.69% +250 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,732 $5.82M 1.12% +16 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,709 $5.8M 0.5% +356 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,700 $5.8M +609 Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 8,688 $5.79M 1.79% -674 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,665 $5.77M 2.13% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,641 $5.76M 3.69% -552 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,631 $5.75M 1.83% +38 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,596 $5.73M 0.11% -74,539 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,564 $5.7M 2.58% -54 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,560 $5.7M 0.42% -58 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,544 $5.69M 0.48% -209 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 8,543 $5.69M 0.82% +551 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 8,532 $5.68M 0.22% +1,650 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,525 $5.68M 1.88% -131 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,525 $5.68M 2.99% -29 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,492 $5.66M 1.39% +454 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,490 $5.66M 1.64% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,511 $5.65M 0.6% -12,786 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,467 $5.64M 0.99% -543 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 8,465 $5.64M 1.85% -234 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,456 $5.63M 0.87% +131 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 8,430 $5.62M 4.49% +2,250 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8,424 $5.61M 0.93% +2 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,418 $5.61M 0.34% +5,222 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,354 $5.59M 1.23% -177 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 8,374 $5.58M -2,675 Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 8,356 $5.57M 4.02% -263 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 8,200 $5.55M 10.79% +1,400 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,320 $5.54M 0.22% -48 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,282 $5.52M 1% -1,159 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 8,248 $5.49M 0.3% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,223 $5.48M 0.38% -30 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,213 $5.47M 2.63% -645 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 8,193 $5.46M -2,264 Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,162 $5.44M 3.71% -16 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,148 $5.43M 2.19% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 8,148 $5.43M 0.27% +237 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 8,134 $5.42M 0.86% +27 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 8,120 $5.41M 3.48% -2 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 8,092 $5.39M 1.83% -266 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 8,086 $5.39M 1% -181 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,064 $5.37M 0.45% +20 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 8,061 $5.37M 1.48% -363 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 8,057 $5.37M 2.01% -275 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,687 $5.37M 0.27% +2,943 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,037 $5.35M 1.38% +1 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 7,986 $5.32M 2.75% -157 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 7,954 $5.3M 1.98% +250 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,953 $5.3M 1.27% +1,157 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 7,951 $5.3M 0.53% +159 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 7,950 $5.3M 4.24% 0 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 7,937 $5.29M 3.17% -1,783 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,930 $5.28M 3.91% -145 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 7,906 $5.27M 0.55% -304 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,901 $5.26M 0.82% +2 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,885 $5.25M 1.77% +289 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 7,871 $5.24M 0.95% -107 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,834 $5.22M 0.56% +5 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,822 $5.21M 1.56% +42 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,794 $5.19M 0.55% +799 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,786 $5.19M 5.19% +148 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,780 $5.18M 0.07% new 13F-HR/A Timeline Group Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 7,770 $5.18M 1.02% +71 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 7,755 $5.17M 0.85% -543 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,753 $5.16M 0.63% -67 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 7,733 $5.15M 2.16% +6,478 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,733 $5.15M 0.3% -3,358 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,725 $5.15M 2.68% -2 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,724 $5.15M 1.18% +54 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 7,723 $5.14M 3.89% +150 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 7,700 $5.13M 0.41% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,700 $5.13M 0.31% -205 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,682 $5.12M 0.44% -216 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,652 $5.1M 0.61% -71 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7,654 $5.1M 14.45% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,648 $5.09M 0.41% +322 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,634 $5.09M 1.57% +377 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,611 $5.07M 1.42% -63 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,597 $5.06M -134 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,596 $5.06M 0.15% -2,846 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 7,591 $5.06M 0.25% +44 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 7,587 $5.05M 0.81% -6 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,541 $5.02M 1.53% +241 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 7,538 $5.02M 2.46% -13,308 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 7,538 $5.02M 1.61% -143 13F-HR/A Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,512 $5.02M 2.14% +964 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 7,526 $5.01M 2.75% +12 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,521 $5.01M 1.74% -289 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,507 $5M 5.17% -183 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 7,496 $4.99M 1.01% -1 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,490 $4.99M 0.35% +24 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,488 $4.99M 0.24% +1,586 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 7,476 $4.98M 0.67% -10 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 7,476 $4.98M 1.09% -36 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 7,463 $4.97M 2.47% +276 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,455 $4.97M 2.3% +15 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,446 $4.96M 0.74% +1,389 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,415 $4.95M 0.31% -74 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 7,430 $4.95M 3.31% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,414 $4.94M 2.16% +273 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,398 $4.93M 0.5% +83 13F-HR Timeline Group