Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,065 $1.55M 0.27% -418 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,040 $1.54M 0.04% +913 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,022 $1.54M 0.36% +23 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,020 $1.54M 0.42% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,014 $1.54M 0.45% +73 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,000 $1.53M 0.15% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,985 $1.53M 0.06% -206 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,982 $1.53M 0.01% -15 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 4,973 $1.52M 0.4% -153 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,960 $1.52M 0.14% -215 13F-HR/A Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,946 $1.52M 0.18% -13,943 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,898 $1.5M 0.33% +21 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,882 $1.5M 0.38% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,870 $1.49M 0.02% -33 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,853 $1.49M 0.04% -316 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,837 $1.48M 0.08% +837 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,887 $1.47M 0.39% +455 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,793 $1.47M 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,772 $1.46M 0.02% -81 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,763 $1.46M 0.33% +535 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,747 $1.45M 0.19% +170 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,706 $1.44M 0.83% +19 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,703 $1.44M 0.12% -8 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,696 $1.44M 0.59% -164 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 4,672 $1.43M 0.7% +6 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,662 $1.43M 0.03% +745 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,599 $1.41M 0.27% +73 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,591 $1.41M 0.07% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,568 $1.4M 0.21% -5,461 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,537 $1.39M 0.65% +82 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,497 $1.38M 0.06% -1,564 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,474 $1.37M 0.07% -438 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,448 $1.36M 0.11% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,530 $1.36M 0.21% +221 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,430 $1.36M 0.46% +231 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,450 $1.36M 0.01% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 4,417 $1.35M 0.68% -2,868 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,396 $1.35M 0.03% +1,040 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,361 $1.34M 0.06% -30 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,385 $1.33M 0.07% -8 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,300 $1.32M 0.37% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,279 $1.31M 0.21% +179 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,277 $1.31M 0.78% -98 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,250 $1.3M 0.67% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,234 $1.3M 0.44% +4 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,232 $1.3M 0.45% -655 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,199 $1.29M 0.26% -891 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,177 $1.28M 0.01% +624 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,132 $1.27M 0.3% +180 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,196 $1.26M 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,115 $1.26M 0.03% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,095 $1.25M 0.18% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,077 $1.25M 0.37% -75 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,027 $1.23M 0.7% +667 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,009 $1.23M 0.24% +5 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 3,973 $1.22M 0.71% +318 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,952 $1.21M 0.17% -26 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,938 $1.21M 0.03% +185 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,933 $1.2M 0.02% +663 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,927 $1.2M 0.66% -311 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,878 $1.19M 0.09% -127 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,874 $1.19M 0.31% +233 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,851 $1.18M 0.34% -39 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,835 $1.17M <0.01% -8 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,828 $1.17M 0.09% +2 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,820 $1.17M 0.36% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,802 $1.17M 0.05% +6 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,784 $1.16M 0.08% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,776 $1.16M 0.15% -464 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,768 $1.15M 0.06% -6 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,766 $1.15M 0.27% -480 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,751 $1.15M 0.15% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,703 $1.13M 0.02% +367 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,703 $1.13M 0.53% -92 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,660 $1.12M 0.4% -1,321 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,632 $1.11M 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,614 $1.11M 0.04% -3,295 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,599 $1.1M 0.01% +104 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,570 $1.09M 0.03% +8 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,556 $1.09M 0.02% +1,333 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,551 $1.09M 0.22% +110 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,535 $1.08M 0.82% +90 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,534 $1.08M 0.03% +17 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,527 $1.08M 0.29% -184 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,473 $1.06M 0.37% +102 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,472 $1.06M 0.23% -1,733 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,465 $1.06M 0.32% +101 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,456 $1.06M 0.03% -96 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,451 $1.05M 0.05% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,421 $1.05M 0.16% +93 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 3,331 $1.02M 0.27% +5 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,328 $1.02M 0.07% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,312 $1.01M 0.03% -482 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,307 $1.01M 0.01% +150 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,302 $1.01M <0.01% -1,552 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,302 $1.01M 0.08% -321 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,295 $1.01M 0.02% +125 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,292 $1.01M <0.01% -45 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,287 $1.01M 0.16% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,284 $1.01M 0.01% -136 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,886 $1M <0.01% +219 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,262 $999K 0.91% -246 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,253 $996K 0.05% -138 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 3,226 $988K -3,226 Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,219 $986K 0.13% -1,291 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,129 $958K 0.17% -124 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,124 $957K 0.11% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,110 $953K <0.01% +55 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 3,096 $948K 0.93% -1 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,083 $944K 0.02% -390 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,069 $940K 0.08% -28 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,061 $938K 0.08% -443 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,053 $935K 0.1% -2,223 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,025 $927K 0.19% -150 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,011 $922K 0.35% +160 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,006 $921K 0.08% -191 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,001 $919K 0.02% -1,227 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,998 $918K 0.02% +31 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,995 $917K 0.21% +85 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 2,992 $916K 0.63% -341 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,002 $916K 0.32% +347 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,982 $913K 0.65% -131 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,961 $907K 0.14% -36 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,956 $906K 0.01% +1,664 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,948 $903K 0.04% +742 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,940 $900K 0.09% -44 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,867 $878K 0.3% 0 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 2,852 $873K 0.35% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,845 $871K 0.22% +137 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 2,836 $869K 0.04% +496 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,820 $864K 0.01% -11 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,807 $860K 0.04% +209 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,767 $848K 0.06% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,874 $847K +1,451 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,755 $844K <0.01% +162 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,754 $843K 0.11% +2 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,752 $843K 0.16% -6,813 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,726 $835K 0.03% +101 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,725 $835K 0.21% +3 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,720 $833K 0.14% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,680 $821K 0.26% -115 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 2,673 $819K 0.19% -70 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,669 $817K 0.04% +26 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,656 $814K 0.11% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,656 $814K 0.03% -346 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,664 $810K 0.05% +1,632 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,639 $808K 0.03% +4 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,676 $807K 0.04% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,620 $802K 0.02% -16 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,610 $800K 0.01% -112 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,609 $799K 0.05% +1 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,607 $799K 0.06% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,601 $797K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,584 $791K 0.13% +75 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,595 $788K 0.03% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,566 $786K 0.03% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,614 $783K 0.19% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,537 $777K 0.01% -855 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,533 $776K 0.6% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,527 $774K 0.03% +94 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,515 $770K 0.1% -6 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,480 $760K 0.15% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,473 $757K 0.53% -9 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,505 $757K 0.12% -330 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,471 $757K <0.01% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,468 $756K 0.14% +1 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,444 $749K 0.13% -3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,429 $743K 0.14% +1,988 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,423 $742K 0.31% +2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,423 $742K 0.06% -353 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,389 $731K 0.27% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,365 $724K 0.27% -60 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,348 $719K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,319 $710K 0.04% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,318 $710K 0.3% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,318 $710K 0.04% -396 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,317 $710K 0.01% +62 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,316 $709K 0.2% -18 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,744 $706K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,272 $696K <0.01% new 13F-HR/A Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,272 $696K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,262 $693K 0.02% +805 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,257 $691K 0.01% +401 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,247 $688K 0.06% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,240 $686K 0.36% +166 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,220 $680K <0.01% +18 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,195 $672K 0.02% -13 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,154 $660K 0.13% -5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,109 $646K 0.02% +210 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,109 $646K 0.2% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,106 $645K 0.07% +433 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,098 $643K 0.05% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,084 $638K 0.12% -19 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,067 $633K 0.58% -279 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,066 $633K <0.01% +57 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,059 $631K 0.06% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,044 $626K 0.02% -10 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,043 $626K 0.01% +1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,042 $626K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,039 $625K 0.02% 0 13F-HR Timeline