Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 16,341 $6.74M 0.05% +1,458 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,007 $6.73M 0.69% -11,303 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,005 $6.73M 0.83% +392 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 15,970 $6.72M 1.58% +436 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,903 $6.69M 0.8% +1,274 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 15,895 $6.69M 2.04% +80 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,882 $6.68M 0.75% +1,135 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,879 $6.68M 0.06% -53,866 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 15,875 $6.68M 0.1% +834 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 15,854 $6.67M 1.41% +6,502 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 15,715 $6.61M 1.43% +266 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 15,634 $6.58M 0.37% -3,964 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,600 $6.56M 0.2% -524 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 15,585 $6.56M 1.82% +553 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,581 $6.55M 0.21% -251 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,580 $6.55M 0.59% +231 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,640 $6.52M 0.32% -1,573 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 15,411 $6.48M 4.39% -444 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,394 $6.47M 0.33% +1,197 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 15,379 $6.47M 0.4% +104 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,310 $6.44M 1.01% +73 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 15,302 $6.44M 0.45% +408 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15,239 $6.41M 0.29% +1,093 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 15,146 $6.37M 1.87% +422 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,129 $6.36M 0.14% +82 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 15,105 $6.35M 2.56% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 15,015 $6.32M 0.66% +491 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 15,012 $6.31M 1.11% -219 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 14,977 $6.3M 3.71% +38 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 14,972 $6.3M 1.86% -1,048 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 14,921 $6.28M 1.83% +155 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,906 $6.27M 0.07% +771 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,894 $6.26M 0.05% -2,616 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,264 $6.26M 0.86% -27,360 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 14,800 $6.22M 0.58% +550 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 14,761 $6.21M 0.18% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,756 $6.21M 0.23% +2,440 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 14,749 $6.2M 2.53% +1,072 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 14,745 $6.2M 0.95% -134 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 14,716 $6.19M 2.44% +546 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 14,647 $6.16M 0.5% -6 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 14,636 $6.16M 0.48% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 14,622 $6.15M 0.29% -1,319 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 16,100 $6.13M 0.88% +112 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 14,871 $6.12M 0.2% -1,352 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,525 $6.11M 1.15% +2,093 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 14,521 $6.11M 1.13% +334 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 14,513 $6.1M 1.01% -52 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 14,443 $6.07M 1% +1,824 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,440 $6.07M 0.54% +1,600 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,390 $6.05M 0.07% +123 13F-HR Timeline Group TOBAM More: the full row for TOBAM 14,333 $6.03M 1.46% +2,851 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,301 $6.02M 0.14% -93 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 14,293 $6.01M 0.73% +2,347 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14,240 $5.99M 0.82% -1,667 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,198 $5.97M 0.09% +186 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 17,472 $5.97M 0.4% +3,169 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,020 $5.96M 1.3% +1,136 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 14,136 $5.95M 3.24% -547 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 14,089 $5.93M 0.29% +220 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,089 $5.93M 0.34% +1,362 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 14,079 $5.92M 0.11% +383 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14,032 $5.9M 0.43% +459 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 14,014 $5.89M 1.05% +3,152 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,947 $5.87M 0.17% -246 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 13,938 $5.86M 3.04% -260 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,904 $5.85M 0.53% -90 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 18,104 $5.83M 0.35% +921 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,829 $5.82M 0.2% +8,573 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 13,800 $5.8M 2.81% -72 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,784 $5.8M 0.83% -3,140 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,765 $5.79M 1.03% +1,012 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 13,744 $5.78M 3.72% -4,739 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 13,740 $5.78M 2.44% +613 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,731 $5.78M 0.89% +198 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,729 $5.77M 0.73% -16,836 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 13,650 $5.74M 0.14% +4,550 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,562 $5.7M 1.82% +46 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 13,529 $5.69M 2.59% -2,377 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 13,525 $5.69M 0.45% +160 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,448 $5.66M 0.4% +204 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,426 $5.65M 0.3% +400 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,380 $5.63M 0.12% +749 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 13,364 $5.62M 1.07% +451 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,325 $5.6M 0.56% -215 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,323 $5.6M 0.34% +8,123 13F-HR Timeline Deltroit Asset Management (UK) LLP More: the full row for Deltroit Asset Management (UK) LLP 13,319 $5.6M 0.91% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 13,305 $5.6M 1.3% +775 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 13,302 $5.59M 1.81% -462 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,758 $5.59M 0.14% +4,466 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 13,298 $5.59M 0.14% -378 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 13,297 $5.59M 1.77% -108 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,259 $5.58M 1.52% +946 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,237 $5.57M 1.25% +2,011 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,233 $5.57M 0.38% +545 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,192 $5.55M 0.04% +52 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 13,176 $5.54M 0.22% +599 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 13,175 $5.54M 1.2% -60 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,172 $5.54M 1.28% -430 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 13,125 $5.52M 3.42% -2,175 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,003 $5.47M 0.19% +12,985 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 13,000 $5.47M 0.71% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 12,999 $5.47M 0.46% +1,115 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 12,990 $5.46M 0.89% -17 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,951 $5.45M 0.09% +81 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,951 $5.45M 0.25% -800 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 12,943 $5.44M 0.26% +606 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 12,936 $5.44M 0.4% +12,341 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,932 $5.44M 0.33% +443 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,923 $5.44M 2.98% +285 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 12,922 $5.43M 1.8% +547 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,910 $5.43M 0.78% +696 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,905 $5.43M 1.13% +302 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,880 $5.42M 0.1% +289 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,865 $5.41M 0.73% +158 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,860 $5.41M 1.11% -191 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 12,817 $5.39M 0.99% +1,493 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,775 $5.37M 0.33% +847 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 12,766 $5.37M 0.64% +6,112 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,745 $5.36M 0.13% -1,065 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,711 $5.35M 0.37% -689 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 12,699 $5.34M 2.77% +247 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,688 $5.34M 0.08% +1,093 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,649 $5.32M 0.65% +110 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 12,644 $5.32M 1.51% +6,228 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 12,621 $5.31M 0.97% -5 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,610 $5.3M 0.16% -194 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 14,250 $5.3M 1.17% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 12,561 $5.28M 3.07% +71 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12,477 $5.25M 0.66% -26 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 12,469 $5.24M 3.65% +2,526 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,101 $5.24M 0.65% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 12,456 $5.24M 2.2% -78 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,451 $5.24M 0.69% +277 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,464 $5.23M 0.09% -1,793 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,435 $5.23M 0.33% -1,019 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 12,420 $5.22M 2.57% -66 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,356 $5.2M 0.15% -59 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 12,352 $5.2M 0.68% +775 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 12,328 $5.19M 4.03% +5,588 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 12,318 $5.18M 0.06% +508 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,317 $5.18M 0.16% +2,088 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,308 $5.18M 0.26% +166 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 12,299 $5.17M 1.2% +298 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,295 $5.17M 0.13% +71 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,279 $5.16M 1.26% -318 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,250 $5.15M 0.05% -62 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 12,241 $5.15M 1.36% +2,882 13F-HR/A Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 12,237 $5.15M 3.14% -156 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 12,227 $5.14M 15.95% -8 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,130 $5.1M 0.13% -420 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 12,130 $5.1M 0.67% +9,608 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 12,111 $5.09M 1.16% -11 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 12,100 $5.09M 0.89% +847 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,082 $5.08M 0.52% -1,781 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 12,061 $5.07M 0.81% +452 13F-HR Timeline BSN CAPITAL PARTNERS Ltd in group BSN CAPITAL PARTNERS Ltd More: the full row for BSN CAPITAL PARTNERS Ltd 12,531 $5.07M 0.23% -84,469 13F-HR Timeline Group Sherry Group, Inc. More: the full row for Sherry Group, Inc. 12,307 $5.07M 4.95% +239 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 12,038 $5.06M 0.16% -105 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 12,035 $5.06M 0.9% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,023 $5.06M 0.62% +6,178 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 11,955 $5.03M 0.26% +257 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 11,919 $5.01M 2.03% +169 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 11,900 $5.01M 0.02% -12,725 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,898 $5M 1.2% +77 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 11,895 $5M 1.25% +883 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 11,878 $5M 0.44% +52 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 11,836 $4.98M 0.57% +143 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 11,836 $4.98M 0.74% +1,505 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,803 $4.96M 0.44% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,776 $4.95M 1.06% -432 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,748 $4.94M 0.46% +186 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 11,723 $4.93M 0.94% +1,770 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 11,723 $4.93M 0.8% +1,075 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 11,718 $4.93M 2.69% -5,255 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 11,691 $4.92M 1.98% -417 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 11,682 $4.91M 0.91% 0 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 11,667 $4.91M 2.02% +123 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,625 $4.89M 0.9% +1,793 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,616 $4.89M +2,961 Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 11,605 $4.88M 3.23% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,601 $4.88M 0.48% +1,411 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 11,600 $4.88M 1.33% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,580 $4.87M 0.23% +804 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,570 $4.87M 0.85% +288 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,554 $4.86M 0.27% +1,934 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,546 $4.86M 0.24% -1,098 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 11,531 $4.85M 0.55% -14,765 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,523 $4.85M 0.66% +1 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,510 $4.84M 0.14% +4,319 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,503 $4.84M 1.02% -3 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 11,490 $4.83M 0.4% -4,867 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,488 $4.83M 0.3% +261 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,483 $4.83M 0.31% +4,779 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $4.8M 1.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,405 $4.8M 0.85% +6,219 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 11,400 $4.79M 6.67% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11,297 $4.75M 0.47% -148 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,288 $4.75M 2.4% +30 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 11,249 $4.73M 0.85% 0 13F-HR Timeline