Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 10,946 $7.58M 0.87% +1,243 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 11,119 $7.58M 2.63% -189 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 11,115 $7.58M 0.96% -24 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,098 $7.57M 0.62% +206 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 11,047 $7.53M 8.52% -658 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,002 $7.5M 2% +477 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,000 $7.5M 0.51% -293 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,989 $7.49M 1.18% +601 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 10,985 $7.49M 0.22% 0 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 10,964 $7.48M 5.62% +1,593 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,964 $7.48M +222 Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,956 $7.47M 1.72% +1 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 10,911 $7.44M 1.16% 0 13F-HR Timeline Castellan Group More: the full row for Castellan Group 10,909 $7.44M 0.94% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 10,892 $7.43M 0.52% -1,180 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 10,871 $7.41M 8.48% -12,461 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 10,864 $7.41M 0.23% -84,932 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 10,849 $7.4M 1.22% -74 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,835 $7.39M 2.17% +228 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 10,829 $7.38M 1.15% +400 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 10,774 $7.35M 0.34% 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 10,760 $7.34M 0.75% +5,154 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,710 $7.31M 0.47% +101 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10,712 $7.3M 0.32% +3 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 10,636 $7.3M 2.04% +969 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10,698 $7.3M 1.11% -240 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 10,495 $7.28M 2.8% -136 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,682 $7.28M 0.25% -4,907 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 10,681 $7.28M 1.31% -25 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,676 $7.28M 1.98% +47 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,650 $7.26M 0.94% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 10,646 $7.26M 0.41% -10,658 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 10,628 $7.25M 0.17% +4,903 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,595 $7.23M 0.09% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,590 $7.22M 1.65% -17 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,590 $7.22M 1.93% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 10,428 $7.22M 31.46% -3,364 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 10,567 $7.21M 3.74% -80 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 10,564 $7.2M 6.5% 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 10,554 $7.2M 3.35% -1,288 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,509 $7.19M 0.64% +2,675 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,502 $7.17M 1.66% +71 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,492 $7.15M 0.36% +390 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,482 $7.15M 1.35% -125 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 10,476 $7.14M 3.22% +644 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 10,473 $7.14M 4.7% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 10,457 $7.13M 4.69% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,444 $7.13M 0.58% -6,071 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,439 $7.12M 0.26% -2,740 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,418 $7.1M 0.43% +3,068 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 10,406 $7.1M 1.33% +290 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 10,371 $7.07M 3.18% +789 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10,365 $7.07M 1.34% +2 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,335 $7.07M 1.69% +523 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,359 $7.06M 0.78% -1,455 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 10,347 $7.06M 1.18% -123 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 10,323 $7.04M 0.95% +401 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 10,322 $7.04M 3.49% 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 10,320 $7.04M 4.37% -5 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,312 $7.03M 0.59% +172 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 10,310 $7.03M 5.65% 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 10,310 $7.03M 0.01% +1,189 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,285 $7.01M 0.24% -135 13F-HR Timeline Group RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 10,267 $7M 0.43% -30,500 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,264 $7M 0.98% -213 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 10,260 $7M 5.01% -249 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,248 $6.99M 2.46% 0 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 10,245 $6.99M 6.22% 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 10,241 $6.98M 1.58% -657 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 10,207 $6.96M 5.41% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,197 $6.95M 3.63% -42 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 10,170 $6.94M 3.96% 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 10,167 $6.93M 0.46% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 10,164 $6.93M 2.79% +836 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 10,144 $6.92M 4.65% -90,161 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 10,143 $6.92M 2.21% +2,885 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 10,138 $6.91M +1,764 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,130 $6.91M 0.99% +58 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 10,116 $6.9M 0.43% +3,897 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,102 $6.89M 0.3% +2 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 10,088 $6.88M 1.25% -2,600 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,084 $6.88M 3.35% +289 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,078 $6.87M 2.26% +40 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 10,008 $6.82M 0.5% -7 13F-HR Timeline Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 10,000 $6.82M 0.05% -390,000 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 10,000 $6.82M 11.67% +5,000 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 9,976 $6.82M 7.72% +11 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,993 $6.81M 0.29% -1,550 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,991 $6.81M 0.39% -494 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,976 $6.8M 0.43% -212 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 9,966 $6.8M 0.45% -724 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,965 $6.79M 0.02% -14 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,935 $6.79M 0.51% +258 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,958 $6.79M 2.72% +196 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,939 $6.78M 0.72% -1,002 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,926 $6.77M 1.86% -15 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 9,854 $6.72M 2.33% -1,750 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 9,853 $6.72M 2.7% -121 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,849 $6.72M 0.67% +2,055 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 9,814 $6.69M 4.85% -272 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,807 $6.69M 1.03% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,765 $6.66M 1.41% -131 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 9,744 $6.65M 3.32% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 9,711 $6.64M 1.66% +761 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,711 $6.62M 2.68% +15 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 9,711 $6.62M 0.38% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,706 $6.62M 1.3% -3,170 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 9,692 $6.61M 3.79% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,684 $6.6M 0.65% +230 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,682 $6.6M 2.75% +8,519 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,682 $6.6M 1.01% -28 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 9,678 $6.6M 3.4% +2,868 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,663 $6.59M 0.53% -36 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 9,627 $6.58M 1.94% +873 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,647 $6.58M 2.79% -123 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 9,635 $6.57M 0.5% -6 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 9,607 $6.55M 5.16% -2 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,599 $6.55M 2.19% -72 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 9,595 $6.54M 4.27% +71 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,595 $6.54M 4.21% -58 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,585 $6.54M 0.62% +23 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,570 $6.53M 0.62% -193 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 9,569 $6.53M 4.04% -1,022 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,530 $6.5M 1.14% +641 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,522 $6.49M 0.48% -832 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,459 $6.46M 1.53% -312 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,436 $6.43M 2.47% +112 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 9,434 $6.43M 0.7% +3,354 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 9,433 $6.43M 1.95% -72 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,416 $6.42M 1.02% +342 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,409 $6.42M 1.14% -82 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 9,407 $6.41M 3.18% -1,224 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,402 $6.41M 3.35% -65 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,243 $6.41M 1.44% -9 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,394 $6.41M 3.69% -87 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 9,380 $6.4M 6.27% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,379 $6.4M 1.87% +36 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,378 $6.4M 0.95% +17 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,361 $6.39M 5.07% -137 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,351 $6.38M 2.23% -2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,348 $6.37M 0.63% +463 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,347 $6.37M 0.7% -201 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,343 $6.37M 0.98% +4 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 9,340 $6.37M 3.29% -148 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,334 $6.36M 0.07% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,331 $6.36M 0.6% +138 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,320 $6.36M 0.32% +6,094 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,308 $6.35M 2.12% +79 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,259 $6.31M 2.17% +2,559 13F-HR/A Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 9,250 $6.31M 0.3% +1,959 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,213 $6.28M 1.62% -7 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,211 $6.28M 0.69% -155 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,172 $6.25M 1.14% +8 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 9,142 $6.23M 4.94% -431 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,999 $6.23M 0.25% -237 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 9,129 $6.23M 0.89% +221 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,125 $6.22M 1.08% +2,128 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,110 $6.21M 0.86% -99 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,100 $6.21M 0.95% +633 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 9,060 $6.18M 2.47% -130 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,056 $6.18M 3% 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 9,052 $6.17M 0.54% -3,246 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 9,032 $6.16M 2.75% -1,006 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,025 $6.15M 0.66% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,023 $6.15M 0.48% +479 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,017 $6.15M 0.34% -76 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,013 $6.15M 0.28% +326 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 8,997 $6.14M 2.83% +21 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 8,977 $6.12M 1.92% 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 8,959 $6.11M 1.58% 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,957 $6.11M 0.39% -26 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,957 $6.11M 2.27% +1,813 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 8,938 $6.1M 13.63% -215 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 8,938 $6.09M 0.7% -121 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8,937 $6.09M 1.63% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,910 $6.08M 2.4% -224 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 8,910 $6.08M 1.45% -32 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,898 $6.07M 1.8% -6 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,886 $6.06M 0.52% +177 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 8,885 $6.06M 4.15% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,858 $6.04M 2.34% -74 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,855 $6.04M 2.14% -333 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,847 $6.03M 0.67% +89 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,817 $6.01M 0.72% -517 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,801 $6M 0.54% +14 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,780 $5.99M 5.84% 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,795 $5.98M 0.5% +235 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,619 $5.98M 1.25% +1,008 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,763 $5.98M 0.86% -51 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,749 $5.97M 1.13% +17 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,720 $5.95M 0.63% -168 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,715 $5.94M 0.6% +4,334 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 8,672 $5.91M 5.46% 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,650 $5.9M 1.04% +368 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,625 $5.88M 2.59% -1,354 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,624 $5.88M 2.13% -41 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 8,600 $5.86M 21% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,599 $5.86M 2.13% -197 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,533 $5.85M 1.26% +179 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,532 $5.84M 3.36% -109 13F-HR Timeline