Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 23,219 $1.92M 0.57% -443 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 23,160 $1.92M 0.05% +5,100 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 23,117 $1.91M 0.09% +1,603 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 23,039 $1.91M 0.54% +2,012 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 22,894 $1.89M 0.12% +360 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,865 $1.89M 0.15% +172 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,780 $1.89M 0.06% +798 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 22,840 $1.89M 1.51% -1,246 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 22,700 $1.88M 0.09% -17,086 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 22,664 $1.88M 6.23% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 22,532 $1.86M 1.15% +194 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 22,423 $1.86M 0.23% +16 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 22,364 $1.85M 1.19% +1,015 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 22,228 $1.84M 0.06% -26,796 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 22,105 $1.83M 0.72% +2,184 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,827 $1.82M 0.04% -5,172 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,966 $1.82M 0.03% +15,770 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 21,780 $1.8M <0.01% -83,988 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 21,665 $1.79M 0.19% +944 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 21,484 $1.78M 0.85% -4,034 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 21,533 $1.77M 0.1% +816 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,389 $1.77M 0.04% -3,652 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 21,021 $1.74M 0.95% +8,660 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 21,049 $1.74M 0.05% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 20,836 $1.72M 0.02% -6,643 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,770 $1.72M 0.01% +6,167 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 20,601 $1.7M 0.2% -11,272 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20,512 $1.7M 0.56% -321 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,443 $1.69M <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 20,126 $1.67M 0.07% -1,679 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 20,115 $1.66M 0.9% +587 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 20,044 $1.66M 0.11% -1,533 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 20,000 $1.65M 0.01% -100 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 19,758 $1.63M 0.7% +1,198 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 19,661 $1.63M 0.76% +3,129 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,632 $1.62M 0.06% +14,424 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 19,282 $1.6M 0.31% +2,614 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,272 $1.59M 0.08% +7,249 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 18,923 $1.57M 0.36% +6,613 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 18,873 $1.56M 0.43% +17,866 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,820 $1.56M 0.05% +3,231 13F-HR/A Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 18,812 $1.56M 0.04% +5,027 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 18,738 $1.55M 0.25% -361 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 18,649 $1.54M 1.38% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18,588 $1.54M 0.09% +3,050 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 18,514 $1.53M 0.31% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18,444 $1.53M 0.08% -100 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,435 $1.53M 0.11% +2,426 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 18,322 $1.52M 0.01% -18,702 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 18,147 $1.5M 0.31% -817 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 18,127 $1.5M 0.49% +1,497 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,082 $1.5M 0.11% -311 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 17,986 $1.49M 1.2% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 17,802 $1.47M 0.49% -759 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,739 $1.47M 0.02% +1,639 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,686 $1.46M 1.09% -980 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 17,569 $1.45M 0.37% +2,139 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 17,566 $1.45M 1.3% -556 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 17,392 $1.44M 0.25% -663 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 17,321 $1.43M 0.26% -2,303 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,285 $1.43M 0.22% +584 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 17,245 $1.43M 0.1% -1,016 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,230 $1.43M 0.18% +430 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 17,223 $1.43M 0.44% +2,722 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 17,009 $1.41M +8,320 Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 16,996 $1.41M 0.62% +2,748 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 18,940 $1.41M 0.61% +2,220 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 16,883 $1.4M 1.03% -700 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 16,870 $1.4M 1.25% +6,958 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,808 $1.39M 0.06% +188 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,621 $1.38M 0.43% +10,398 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 16,626 $1.38M 0.02% +20 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 16,606 $1.37M 0.27% +1,167 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,500 $1.37M 0.23% 0 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 16,200 $1.34M 0.68% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 16,160 $1.34M 0.56% -81 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,064 $1.33M 0.06% +1,505 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 15,942 $1.33M 0.21% -876 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 16,028 $1.33M 0.06% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 15,883 $1.31M 0.21% +9,171 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 15,829 $1.31M 0.46% +1,676 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 15,828 $1.31M 0.89% +62 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 15,691 $1.3M 0.84% +907 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 15,604 $1.29M 0.71% -434 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 15,589 $1.29M 0.1% +538 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 15,584 $1.29M 0.31% -793 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,543 $1.29M 0.05% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 15,532 $1.29M 0.04% -411 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 15,504 $1.28M 0.19% -27,544 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,364 $1.27M 0.13% -333 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,302 $1.27M 0.02% +1,613 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,138 $1.25M 0.11% +7,807 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,111 $1.25M 0.01% +962 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,998 $1.24M 0.04% -972 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 14,963 $1.24M 0.4% +3,892 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,848 $1.23M 0.05% -627 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,715 $1.22M 0.08% -941 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 14,640 $1.21M 0.07% -577 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,574 $1.21M 0.03% -153 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 14,558 $1.2M 0.01% +2,396 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,349 $1.19M 0.11% +863 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,231 $1.18M 0.01% -81,134 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 14,074 $1.16M 0.93% +1,058 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 14,065 $1.16M 0.17% +1,784 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 14,038 $1.16M 0.33% -60 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,957 $1.15M 0.17% -3,450 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,913 $1.15M 0.05% +2,265 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 13,765 $1.14M 0.06% -3,834 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,713 $1.13M 0.37% -376 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,671 $1.13M 0.05% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,502 $1.12M 0.19% +354 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,464 $1.11M 0.33% +17 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,348 $1.1M 0.37% -5,904 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,299 $1.1M 0.06% +478 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 13,285 $1.1M 0.41% +25 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 13,190 $1.09M 0.53% +53 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,154 $1.09M 0.1% -5,188 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,127 $1.09M 0.47% +715 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 13,088 $1.08M 0.86% +13 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 13,080 $1.08M 0.18% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,078 $1.08M 0.62% -162 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,035 $1.08M 0.32% -1,596 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,011 $1.08M 0.25% -326 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 12,992 $1.08M 0.7% +458 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,949 $1.07M 0.01% +475 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 12,921 $1.07M 0.21% -271 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 12,907 $1.07M 0.38% -180 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 12,619 $1.04M 0.14% +6,377 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 12,601 $1.04M 0.74% -4,315 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 12,500 $1.03M 0.52% +7,372 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 12,475 $1.03M 0.54% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,400 $1.03M 0.02% -112 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 12,354 $1.02M 0.1% +457 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,351 $1.02M 0.03% +12,017 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 12,345 $1.02M 0.13% -210 13F-HR Timeline Group Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 12,312 $1.02M 1.04% +996 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,305 $1.02M 0.56% +176 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 12,195 $1.01M 0.9% +428 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 11,945 $988K 0.18% +205 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 11,928 $987K 0.96% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,931 $987K 0.03% +6,801 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 11,825 $979K 0.29% -60 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 11,779 $975K 0.34% +2,724 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 11,771 $974K 0.09% +1,919 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,755 $973K 0.06% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,752 $973K 0.03% +27 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 11,739 $971K 0.13% +2,368 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,683 $967K 0.2% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,671 $966K 0.16% -2,030 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,629 $962K 0.06% -70 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,609 $955K 0.06% -212 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11,516 $953K 0.51% +334 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,507 $952K 0.28% +190 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,474 $949K 0.18% +6,933 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 11,366 $940K 0.3% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,242 $930K 0.08% -374 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 11,204 $927K 0.54% +337 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 11,066 $916K 0.74% +110 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,050 $914K 0.03% -152 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,935 $905K 0.17% +2,611 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,917 $903K 0.2% 0 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 10,878 $900K 0.35% +2 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 10,724 $887K 0.88% +90 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,675 $883K 0.08% +596 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,571 $883K 0.03% +444 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,575 $875K 0.22% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,554 $871K 0.06% -341 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,517 $870K 0.04% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 10,504 $869K 0.61% -177 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,500 $869K 0.1% -700 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,482 $867K 0.06% -385 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,462 $866K 0.03% -672 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 10,451 $865K 0.11% -13,702 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,403 $861K 0.04% +584 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,383 $859K 0.02% +307 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 10,308 $853K 0.15% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,238 $847K 0.13% +6 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,210 $845K 0.02% -791 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,161 $841K 0.01% -17,407 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 9,946 $823K 0.23% -302 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,922 $821K 0.01% +1,635 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,912 $820K 0.08% 0 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,904 $820K 0.04% +1,626 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,757 $807K 0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 9,712 $804K 0.17% +1,745 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,666 $800K 0.52% +635 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,656 $799K 0.01% +2,579 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,600 $798K 0.17% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 9,638 $798K 0.53% new 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 9,565 $792K 0.56% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,500 $786K 0.15% +375 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 9,475 $784K 0.09% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9,455 $782K 0.52% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,447 $782K 0.09% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,445 $782K 0.12% +1,937 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,385 $781K 0.23% +73 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 9,423 $780K 0.22% -6,621 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,416 $779K 0.04% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,374 $776K 0.56% +69 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,327 $772K 0.04% +3,181 13F-HR Timeline