SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 54,098 $14.9M 9.36% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 53,947 $14.8M 2.84% -2,908 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 53,771 $14.8M 8.56% -736 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 52,375 $14.8M -18,852 Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 53,688 $14.8M 5.95% -3,169,606 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 53,531 $14.7M 0.56% +4,429 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 53,455 $14.7M 1.18% -206 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 53,421 $14.7M 3.58% -8,217 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 53,325 $14.7M 0.05% -539 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 53,217 $14.6M 0.8% +39,650 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 52,993 $14.6M 2.52% -9,347 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 52,617 $14.5M 2.61% +88 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 52,391 $14.4M 10.73% +2,956 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 52,386 $14.4M 0.87% -2,914 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 52,102 $14.3M 2.68% +304 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 51,940 $14.3M 8.85% +2,701 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 51,863 $14.3M 0.19% -104,803 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 51,395 $14.1M 4.71% +11,173 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 51,201 $14.1M 2.83% -911 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 51,052 $14M 0.33% -164 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 51,051 $14M 0.6% +2,611 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 51,027 $14M 0.38% +5,139 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 50,932 $14M 0.54% -423 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50,813 $14M 0.07% -10,767 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 50,564 $13.9M 3% +49,607 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 50,477 $13.9M 5.55% -2,797 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50,465 $13.9M 0.94% -3,824 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 50,229 $13.8M 4.52% -3,119 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 50,115 $13.8M 4.02% -3,029 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 49,725 $13.7M 3.83% +1,983 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 49,266 $13.5M 0.47% 0 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 49,235 $13.5M 3.68% +10,875 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 54,599 $13.5M 2.61% -2,094 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 49,034 $13.5M 0.42% +1,033 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 49,209 $13.5M 14.21% -849 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 48,668 $13.4M 1.14% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 48,433 $13.3M 2.59% -1,059 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 47,933 $13.2M 7.54% +3,487 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 47,736 $13.1M 13.32% +475 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 45,902 $13.1M 8.11% -262 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 47,696 $13.1M 0.46% +11,874 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 47,506 $13.1M 0.48% +338 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,451 $13M 0.39% +3,052 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 47,392 $13M 1.27% +1,852 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,304 $13M 0.66% -458 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 47,129 $13M 0.41% +1,092 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 46,756 $12.9M 0.79% +44 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 46,727 $12.8M 0.43% +876 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 46,706 $12.8M 4.61% +815 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 46,599 $12.8M 12.3% -464 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 46,193 $12.7M 10.81% +8,210 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 45,839 $12.6M 9.31% -1,994 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 45,516 $12.5M 0.31% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 44,885 $12.3M 2.28% +1 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 44,742 $12.3M 6.71% +17 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 44,636 $12.3M 5.01% +434 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 44,544 $12.2M 8.28% +110 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 44,511 $12.2M -1,058 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,432 $12.2M 0.18% -489 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 44,283 $12.2M 0.81% -595 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 44,278 $12.2M 1.34% -98 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 44,215 $12.2M 0.29% -583 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 44,141 $12.1M 0.6% -242 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 43,850 $12.1M 2.91% 0 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 43,763 $12M 2.3% +713 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 43,670 $12M 0.59% -879 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 43,575 $12M 4.45% -10 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 43,479 $11.9M 0.03% 0 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 43,350 $11.9M 1.74% -19,331 13F-HR/A Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 43,316 $11.9M 4.64% -1,537 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 43,306 $11.9M 2.23% +22,502 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 43,284 $11.9M 9.01% +1,862 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 43,225 $11.9M 0.01% +42,920 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 43,172 $11.9M 7.79% -31 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 43,128 $11.9M 3.26% -3,405 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 43,100 $11.8M 0.63% -1,075 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43,096 $11.8M 0.21% -168 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 42,941 $11.8M 1.61% +5,879 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 42,611 $11.7M 4.02% +1,451 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 42,510 $11.7M 1.42% +519 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 42,317 $11.6M 7.94% -286 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 42,192 $11.6M 1.21% -357 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 42,177 $11.6M 7.87% -2,769 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 41,767 $11.5M 0.56% +7,289 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 41,711 $11.5M +4,668 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 41,695 $11.5M 1.29% +213 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 41,588 $11.4M 6.79% +678 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 41,347 $11.4M 0.16% -591 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 41,345 $11.4M 0.13% -1,568 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 41,193 $11.3M 6.76% +5,434 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 41,169 $11.3M 0.14% -5,712 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 41,159 $11.3M 0.01% -2,328 13F-HR/A Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 40,910 $11.2M 1.1% +25,285 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 40,862 $11.2M 2.11% -310 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 40,773 $11.2M 8.26% +2,924 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 40,324 $11.2M 7.16% -4,405 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 40,646 $11.2M 0.22% +1,012 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 40,435 $11.1M 0.36% +3,240 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 40,291 $11.1M 0.09% +7,096 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 40,354 $11.1M 1.77% -660 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 40,262 $11.1M 0.97% +265 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 39,915 $11M 2.18% +1,902 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 39,814 $10.9M 0.42% +23 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 39,738 $10.9M +14 Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 39,425 $10.8M 1.42% -481 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 39,249 $10.8M 4.33% +268 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 37,108 $10.8M 0.02% -35,548 13F-HR/A Timeline Group Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 39,058 $10.7M 9.74% +357 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 39,054 $10.7M 0.15% +19,414 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 38,800 $10.7M 5.18% 0 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 38,706 $10.6M 2.3% -1,241 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,950 $10.6M +3,334 Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 38,436 $10.6M 7% +760 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 38,227 $10.5M 5.89% -260 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 37,889 $10.4M 0.34% -90,982 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 37,600 $10.3M 0.1% +1,920 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 37,533 $10.3M 2.82% +615 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 37,441 $10.3M 0.84% -6,571 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 37,364 $10.3M 2.25% +1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 37,342 $10.3M 0.48% +7,860 13F-HR Timeline CX Institutional More: the full row for CX Institutional 37,326 $10.3M 0.39% +15,129 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 37,031 $10.2M 0.43% -220,624 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 38,503 $10.2M 3.66% -443 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 36,978 $10.2M 1.06% -490 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 36,865 $10.1M 0.87% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 36,795 $10.1M 1.14% -2,326 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 36,724 $10.1M 1.69% +3,678 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 36,711 $10.1M 0.4% -110 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 36,689 $10.1M 5.62% +21,217 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 36,384 $10M 5.09% -104 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 36,339 $9.99M 2.07% +2,879 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,313 $9.98M 1% +218 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,266 $9.97M 0.26% -2,050 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 36,217 $9.95M 0.17% +18,231 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 36,153 $9.94M 1.24% +8,096 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 37,706 $9.93M 0.63% +32,563 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 36,135 $9.93M 2% +158 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 36,122 $9.93M 3.25% -403 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,401 $9.92M 4.09% +307 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 35,951 $9.88M 3.04% -13,059 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 35,933 $9.88M 0.08% -1,846 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 35,894 $9.87M 0.59% +364 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 35,606 $9.79M 8.91% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 35,585 $9.78M 2.79% +2,154 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 35,539 $9.77M 3.52% +2,677 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,538 $9.77M 9.33% +808 13F-HR Timeline Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 35,446 $9.74M 6.34% +601 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 35,411 $9.73M 1.03% -3,176 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 35,302 $9.7M 1% +1,733 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 35,024 $9.63M 4.19% +469 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 35,015 $9.62M 1.37% -13,339 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 34,987 $9.62M 0.27% +3,222 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 34,892 $9.59M 1.73% -788 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 34,777 $9.56M 1.6% +19 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 34,674 $9.53M 0.27% +18,778 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 34,530 $9.49M 0.87% +1,406 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 34,243 $9.41M 2.13% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 34,081 $9.37M 7.74% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 34,009 $9.35M 0.6% -2,033 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 33,986 $9.34M 2.96% -273 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,883 $9.31M 0.28% -6,930 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 33,826 $9.3M 6.16% -740 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 33,819 $9.29M 1.1% -318 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 33,755 $9.28M 3.26% -750 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 33,679 $9.26M 5.44% +2,070 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 33,627 $9.24M 4.82% -821 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33,606 $9.24M 4.86% +962 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 33,421 $9.19M 1.32% -413 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 33,102 $9.1M 1.73% +426 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 33,103 $9.1M 4.83% +78 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,016 $9.07M 1.22% -129 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 33,016 $9.07M 0.72% +410 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 32,917 $9.05M 3.25% -2,825 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 32,908 $9.04M 2.3% -1,133 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 32,775 $9.01M 1.21% -985 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 32,735 $9M 1.18% +1,115 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 32,699 $8.99M 0.73% +1,919 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 32,697 $8.99M 6.93% +530 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 32,584 $8.96M 0.9% +1,794 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 32,517 $8.94M 2.99% +3,984 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 32,495 $8.93M 0.76% -2,416 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 32,460 $8.92M 6.36% +1,214 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 32,448 $8.92M 3.68% +2,315 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 32,421 $8.91M 0.97% -544 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 32,419 $8.91M 1.86% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 32,298 $8.88M 1.11% -3,166 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 34,283 $8.85M 0.72% +28,811 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,120 $8.83M 0.36% +2,899 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 32,050 $8.81M 4.71% +571 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,988 $8.79M 0.33% -297 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 31,980 $8.79M 2.78% +1,837 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 31,974 $8.79M 0.33% +9,062 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 31,933 $8.78M 0.17% +861 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,816 $8.74M 0.99% -3,754 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 31,602 $8.69M 2.75% -2,915 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 31,429 $8.64M 0.5% -10,295 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 31,364 $8.62M 3.08% +1,190 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 31,310 $8.61M 0.32% -153 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 31,180 $8.57M 0.01% -46,600 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,053 $8.53M 0.35% -700 13F-HR Timeline Group