Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,237 $1.86M 0.35% -2,559 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 6,235 $1.86M 0.44% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,221 $1.85M 0.04% -736 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,219 $1.85M 0.56% -11,813 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,216 $1.85M 0.05% +3,091 13F-HR Timeline United Asset Strategies, Inc. 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More: the full row for KLCM Advisors, Inc. 6,026 $1.8M 0.14% -516 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 6,026 $1.8M 0.73% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,024 $1.8M 0.15% +8 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 6,015 $1.79M 0.24% -150 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,950 $1.77M 0.3% -68 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,949 $1.77M 0.87% -235 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,941 $1.77M 0.24% +1,223 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,937 $1.77M 0.07% -71 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,931 $1.77M 0.68% +255 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,923 $1.77M 0.01% +2,092 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,897 $1.76M 0.03% -654 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,894 $1.76M 0.15% -1,676 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 5,893 $1.76M 0.4% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,892 $1.76M 0.13% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,876 $1.75M 0.09% -89 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,873 $1.75M 0.11% -42 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,870 $1.75M 0.03% +818 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,870 $1.75M 0.11% +310 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,865 $1.75M 0.08% -1,251 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,864 $1.75M 0.05% +81 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,851 $1.74M 0.1% +154 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,841 $1.74M 0.15% +2,433 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,837 $1.74M 0.45% -315 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,837 $1.74M 1.33% +32 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,834 $1.74M 0.22% +69 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,795 $1.73M 0.5% -17 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,772 $1.72M 0.12% -1 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,769 $1.72M 0.12% -22 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,766 $1.72M 0.14% -227 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.71M 0.41% new 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Security Advisor, Inc. 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More: the full row for Legacy Financial Advisors, Inc. 5,715 $1.7M 0.21% +934 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,684 $1.69M 0.07% +31 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,671 $1.69M 0.48% +6 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,663 $1.69M 0.2% -456 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,660 $1.69M 0.05% -300 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,654 $1.69M 0.38% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,650 $1.68M 0.53% +34 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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More: the full row for TRUST POINT INC. 5,520 $1.65M 0.14% -161 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,513 $1.64M 0.54% -1,993 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,509 $1.64M 0.13% +353 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 5,506 $1.64M 1.4% -3,610 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,501 $1.64M 0.06% -1,394 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 5,500 $1.64M 0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,492 $1.64M 0.04% +592 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,474 $1.63M 0.21% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,470 $1.63M 0.04% -148 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,469 $1.63M 0.22% -218 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,454 $1.63M 0.09% -1,487 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,445 $1.62M 0.62% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,396 $1.61M 0.2% +5 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,392 $1.61M 0.72% +22 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,371 $1.6M 0.31% -768 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,371 $1.6M 0.38% +1,122 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,353 $1.6M 0.15% +12 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,353 $1.6M 0.06% -442 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 5,351 $1.59M 0.67% +583 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,350 $1.59M 0.15% +1,531 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,332 $1.59M 0.03% -79 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,328 $1.59M 0.07% +989 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,324 $1.59M 0.58% +527 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,319 $1.59M 0.04% +163 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 5,299 $1.58M 0.11% +98 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,283 $1.57M 0.21% -93 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,277 $1.57M 0.35% -9 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,275 $1.57M 0.7% -407 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,240 $1.56M 0.33% -30 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,235 $1.56M 0.13% -10 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,225 $1.56M 0.1% -15 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,224 $1.56M 0.07% -560 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,209 $1.55M 0.05% +1,615 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,205 $1.55M 0.06% +1,845 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,204 $1.55M 0.16% +299 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,202 $1.55M 0.43% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,181 $1.54M 0.2% -485 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 5,162 $1.54M 0.98% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5,139 $1.53M 0.51% +1,919 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,098 $1.52M 0.54% -52 13F-HR/A Timeline Retireful, LLC More: the full row for Retireful, LLC 5,083 $1.52M 1.41% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,175 $1.51M 0.32% -149 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5,056 $1.51M 1.34% -2,932 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 5,053 $1.51M 0.11% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,047 $1.5M 0.02% +46 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,042 $1.5M 0.06% +3,294 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 5,030 $1.5M 0.06% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,012 $1.49M 0.2% -4,179 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,010 $1.49M 0.24% -1,435 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,008 $1.49M 0.26% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,000 $1.49M 0.34% +56 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,974 $1.48M 0.66% -184 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,964 $1.48M 0.28% +2,252 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 4,964 $1.48M 0.28% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,959 $1.48M 0.06% +3,910 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,953 $1.48M 0.56% -132 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,951 $1.48M 0.68% +324 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,945 $1.47M 0.87% +510 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,918 $1.47M 0.99% -176 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,915 $1.46M 0.02% -1,132 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,915 $1.46M 0.35% +3 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,879 $1.45M 0.07% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,874 $1.45M 0.12% +390 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,857 $1.45M 0.06% -15 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,855 $1.45M 1.01% +42 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,849 $1.45M 0.16% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,916 $1.44M 0.17% +366 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,827 $1.44M 0.09% -553 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,810 $1.43M 0.11% +3 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,804 $1.43M 0.19% -1,326 13F-HR Timeline Group HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 4,800 $1.43M 0.17% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 4,779 $1.42M 0.2% +137 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,774 $1.42M 0.09% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,771 $1.42M 0.08% -239 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,768 $1.42M 0.06% -1,441 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,745 $1.41M 0.06% +67 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,717 $1.41M 0.34% +2,122 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,711 $1.4M 0.25% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,706 $1.4M 0.07% -1,582 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,696 $1.4M 0.17% +71 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,694 $1.4M 0.04% +232 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,689 $1.4M 0.13% -12 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,682 $1.4M 0.04% +299 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,677 $1.39M 0.06% +59 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,675 $1.39M 0.76% +669 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,660 $1.39M 0.07% -239 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 4,618 $1.38M 0.06% +190 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,612 $1.37M 0.04% -475 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,604 $1.37M 0.07% +436 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,583 $1.37M 0.03% +3,065 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 4,575 $1.36M 0.48% -10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,569 $1.36M 0.03% -5,509 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,556 $1.36M 0.04% -101 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,543 $1.35M 0.09% +281 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,537 $1.35M 0.06% -98 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,531 $1.35M 0.11% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,518 $1.35M 0.13% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,585 $1.34M 0.99% -267 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,510 $1.34M 0.04% +61 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,501 $1.34M 0.11% -46 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,496 $1.34M 0.32% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,489 $1.34M 0.05% -188 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,479 $1.34M 0.08% +215 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,472 $1.33M 0.11% -5,216 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 4,462 $1.33M 0.15% +17 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,460 $1.33M 0.08% +247 13F-HR Timeline BROGAN FINANCIAL, INC. 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