Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,100 $1.62M 0.07% +527 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,096 $1.62M 0.49% -132 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,088 $1.62M 0.69% -40 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,085 $1.62M 0.59% +192 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,084 $1.61M 0.39% -21 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,084 $1.61M 0.2% -778 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,081 $1.61M 0.48% -146 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,079 $1.61M 0.04% -347 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,073 $1.61M 0.11% +312 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,067 $1.61M 0.46% +584 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,063 $1.61M 0.76% -53 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,065 $1.61M 0.44% -241 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,060 $1.61M 0.53% -86 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,060 $1.61M 0.31% +2,052 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 5,045 $1.6M 0.9% +1,099 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 5,023 $1.6M 1.08% -278 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,019 $1.59M 0.14% -321 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,015 $1.59M 0.35% -514 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,007 $1.59M 0.16% -1,958 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,003 $1.59M 0.81% -324 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 5,000 $1.59M 0.86% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,984 $1.58M 0.08% -117 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,983 $1.58M 0.29% -276 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,969 $1.58M 0.19% +655 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,963 $1.58M 0.19% +426 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,242 $1.58M 0.14% +940 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,944 $1.57M 0.56% +1,245 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,936 $1.57M 0.25% -110 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,936 $1.57M 0.7% +215 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,928 $1.57M 0.45% +750 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 4,928 $1.57M 0.71% -1,342 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,928 $1.57M 0.04% -9,179 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,925 $1.56M 0.07% +1,000 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,912 $1.56M 0.09% -6 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,911 $1.56M 0.67% +5 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,903 $1.56M 0.28% +337 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,049 $1.56M 0.04% +1,746 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,881 $1.55M 0.82% -200 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,875 $1.55M 0.3% +75 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,869 $1.55M 0.18% -565 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,869 $1.55M 0.18% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,864 $1.55M 0.06% +263 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,861 $1.54M 0.23% +466 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,861 $1.54M 0.82% +851 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,854 $1.54M 0.33% -123 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,852 $1.54M 0.54% +987 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,851 $1.54M 1.12% +6 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,848 $1.54M 0.32% +1,394 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,830 $1.53M 0.8% -3,509 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,819 $1.53M 0.6% -419 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,800 $1.52M 0.05% +600 13F-HR Timeline Group M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,797 $1.52M 0.77% -44 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,795 $1.52M 0.09% +1,373 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,785 $1.52M 0.38% +327 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,781 $1.52M 0.19% +210 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,778 $1.52M 0.15% +68 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,745 $1.51M 1.04% -299 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,754 $1.51M 0.49% -2,833 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,730 $1.5M 0.61% +260 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,729 $1.5M 0.26% -101 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,725 $1.5M 0.19% +15 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,723 $1.5M 0.28% +591 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,723 $1.5M 0.6% -6 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,721 $1.5M 0.55% -1,314 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,712 $1.5M <0.01% -895 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,709 $1.5M 0.05% +2,848 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,705 $1.49M 0.02% +475 13F-HR Timeline Group Outbound Financial Inc More: the full row for Outbound Financial Inc 4,690 $1.49M 1.36% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,689 $1.49M <0.01% +434 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,682 $1.49M 0.67% +270 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,675 $1.49M 0.48% +992 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,675 $1.49M 0.68% +402 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,667 $1.48M 0.3% -264 13F-HR/A Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,662 $1.48M 0.42% -166 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,659 $1.48M 0.36% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,365 $1.48M 0.7% +1,105 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,640 $1.47M 0.33% +220 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,637 $1.47M 1.39% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,632 $1.47M 0.1% +969 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,631 $1.47M 0.1% -175 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,628 $1.47M 0.47% +179 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,626 $1.47M 0.17% +610 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,626 $1.47M 0.06% +21 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,617 $1.47M 0.96% 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,609 $1.46M 0.27% +52 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,608 $1.46M 0.16% -12 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,607 $1.46M 0.66% +394 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,594 $1.46M 0.13% +112 13F-HR Timeline S&CO INC More: the full row for S&CO INC 4,595 $1.46M 0.09% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,588 $1.46M 0.01% -1,460 13F-HR/A Timeline Group IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 4,585 $1.46M 1.42% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,584 $1.46M 0.53% +1,419 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,616 $1.46M 0.51% +194 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,565 $1.45M 0.36% +535 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,563 $1.45M 0.31% +2,582 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,545 $1.44M 0.09% -28 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,538 $1.44M 0.3% -505 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,526 $1.44M 0.85% -76 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,521 $1.44M 0.9% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,517 $1.43M 0.1% -120 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,842 $1.43M 0.28% +1,240 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 4,509 $1.43M 0.09% +1,178 13F-HR/A Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,506 $1.43M 0.85% -706 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,504 $1.43M 0.27% -380 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,499 $1.43M 0.12% +332 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,497 $1.43M 0.35% +913 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,494 $1.43M 0.02% +1,079 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,481 $1.42M 0.91% -9 13F-HR Timeline City State Bank More: the full row for City State Bank 4,477 $1.42M 0.45% +655 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,364 $1.42M 0.37% +1,445 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,469 $1.42M 0.07% -1,389 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,465 $1.42M 0.96% -5 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,463 $1.42M 0.17% +1,008 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,438 $1.41M 0.93% -4,348 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,436 $1.41M 0.85% +517 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 4,422 $1.4M 0.26% +178 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,421 $1.4M 0.15% -80 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,420 $1.4M 0.87% +38 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,420 $1.4M 0.07% -630 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,418 $1.4M 0.12% +175 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,410 $1.4M 0.09% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,409 $1.4M 0.32% +3,723 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,404 $1.4M 0.04% +336 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 4,400 $1.4M 0.05% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,502 $1.39M 0.65% -20 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,354 $1.38M 0.32% +551 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,347 $1.38M 0.35% +164 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,341 $1.38M 0.22% +159 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,336 $1.38M 0.13% +1,817 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,326 $1.37M 0.22% +229 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,325 $1.37M 0.86% +1,639 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,316 $1.37M 0.62% -294 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,314 $1.37M 0.26% +1,330 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,313 $1.37M 0.7% -522 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,308 $1.37M 0.38% -885 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,307 $1.37M +660 Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,298 $1.37M 0.34% +1,188 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,295 $1.36M 1.05% -9 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,284 $1.36M 0.24% -40 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,369 $1.35M 0.48% -19 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,377 $1.35M 0.25% +1,605 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,257 $1.35M 0.25% -107 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,252 $1.35M 0.2% +80 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,252 $1.35M 0.19% +547 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,248 $1.35M 0.86% -77 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,248 $1.35M 0.44% -457 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,246 $1.35M 1.24% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,236 $1.35M 0.11% -2,950 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,208 $1.34M 0.14% -11,374 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,202 $1.33M 0.26% +4 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,200 $1.33M 0.16% 0 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,190 $1.33M 0.67% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,176 $1.33M 0.13% +608 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,170 $1.32M 0.42% +348 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,073 $1.32M 0.57% -625 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,133 $1.31M 0.4% +1,054 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,132 $1.31M 0.43% +135 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,128 $1.31M 0.06% -37 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,121 $1.31M 1.07% +127 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,114 $1.31M 0.23% -130 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 4,109 $1.31M 0.75% -3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,104 $1.3M 0.15% +1,213 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,101 $1.3M 0.23% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,098 $1.3M 0.64% -84 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,427 $1.3M 0.04% +28 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,087 $1.3M 0.24% -3,667 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,084 $1.3M 0.26% +638 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,081 $1.3M 0.63% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,078 $1.3M 0.28% -15 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,076 $1.29M 0.25% +302 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,075 $1.29M 0.21% +54 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 4,071 $1.29M 0.12% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,063 $1.29M 0.38% +85 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,060 $1.29M 0.27% +47 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,050 $1.29M 0.58% +1,367 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,043 $1.28M 0.04% -17 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,040 $1.28M 0.1% -81 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,038 $1.28M 0.09% -2,100 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,019 $1.28M 0.83% -167 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,014 $1.28M 0.18% +69 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 4,000 $1.27M 0.12% -11,700 13F-HR/A Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,001 $1.27M 0.56% +98 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,000 $1.27M 2.07% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $1.27M 0.17% 0 13F-HR Timeline Andar Capital Management HK Ltd More: the full row for Andar Capital Management HK Ltd 4,000 $1.27M 1.49% new 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 4,000 $1.27M 0.07% -5,000 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4,000 $1.27M 0.51% +2,900 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,996 $1.27M 0.96% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,989 $1.27M 0.59% +755 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,200 $1.26M 0.21% 0 13F-HR Timeline Group Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,975 $1.26M 1.12% -30 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,971 $1.26M 0.49% -366 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,971 $1.26M 0.12% +14 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,194 $1.26M 0.73% +335 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,970 $1.26M 0.4% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,969 $1.26M 0.98% +797 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,966 $1.26M 1.16% +124 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,820 $1.26M 0.29% -269 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,958 $1.26M 0.44% -43 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,956 $1.26M 0.21% -4,206 13F-HR Timeline