RMR Wealth Builders More: the full row for RMR Wealth Builders 87,898 $4.41M 0.35% +1,495 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 87,652 $4.4M 0.05% -29,819 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 87,556 $4.4M 3.17% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 87,463 $4.39M 0.47% -880 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 87,082 $4.37M 3.57% -236 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 87,048 $4.37M 0.23% -482 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 88,643 $4.35M 0.41% +735 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 86,347 $4.33M 0.95% +2,121 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 86,322 $4.33M 0.13% -4,945 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 86,170 $4.33M 0.19% -8,492 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 86,071 $4.32M 0.11% +4,806 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 85,821 $4.31M 0.39% +18,341 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 87,070 $4.31M 3.44% new 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 85,739 $4.3M 0.14% -5,754 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 85,613 $4.3M 1% -8,633 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 85,433 $4.29M 0.37% -397 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 85,378 $4.29M 2.15% -6,053 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 85,244 $4.28M 0.52% +34,457 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 85,079 $4.27M 1.2% -76 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 85,045 $4.27M 0.38% 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 84,678 $4.25M 0.02% +37,378 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 84,148 $4.22M 1.37% -456 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 84,110 $4.22M 0.32% -3,224 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 84,046 $4.22M 1.12% +240 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 83,773 $4.21M 0.83% -8 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 83,607 $4.2M 0.7% +3,784 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 83,575 $4.2M 0.27% +7,540 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 83,338 $4.18M +402 Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 83,283 $4.18M 1.16% +46,047 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 83,215 $4.18M 0.3% +3,393 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 83,191 $4.18M 0.08% +1,035 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 82,617 $4.15M 0.24% +9,694 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 82,114 $4.12M +8,094 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 82,086 $4.12M 0.14% +9,347 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 82,038 $4.12M 0.66% -1,126 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 81,721 $4.1M 0.75% -2,052 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 81,674 $4.1M 0.98% -3,577 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 81,551 $4.09M 0.49% +905 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 81,540 $4.09M 1.35% -10,235 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 81,147 $4.07M 0.45% -1,939 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 81,131 $4.07M 0.82% -91,739 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 81,124 $4.07M +5,791 Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 81,124 $4.07M 0.59% -12,779 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 81,106 $4.07M 0.4% -800 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 80,968 $4.06M 0.25% -54,024 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 80,879 $4.06M 0.46% -4,908 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 80,796 $4.06M 0.1% -12,220 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 80,225 $4.03M 0.22% +12,252 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 80,088 $4.02M 2.43% +2,361 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 79,991 $4.02M 0.42% +4,110 13F-HR Timeline WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 79,929 $4.01M 0.03% 0 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 79,613 $4M 0.75% +1,080 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 78,968 $3.96M 1.2% +13,750 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 78,891 $3.96M <0.01% -1,152 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 78,485 $3.94M 1.5% -11,344 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 78,010 $3.92M 1.12% -500 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 78,000 $3.92M 0.21% +7,000 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 77,400 $3.89M 0.18% +25,745 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 76,893 $3.86M 0.44% -4,149 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 76,697 $3.85M 0.38% +14,486 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 76,188 $3.82M 0.04% +4,844 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 76,167 $3.82M 0.5% +15,145 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 75,936 $3.81M 1.81% +1,460 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 75,554 $3.79M 0.12% +30,520 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 75,300 $3.78M 0.08% -4,075 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 75,060 $3.77M 0.05% +1,539 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 74,976 $3.76M 0.6% -311 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 74,469 $3.74M 1.2% -8,575 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 74,377 $3.73M 0.25% +385 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 75,882 $3.73M 0.08% -867 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 73,968 $3.71M 0.31% +3,743 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 73,920 $3.71M 2.07% -1,481 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 73,765 $3.7M 0.84% +5,226 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 73,255 $3.68M 0.11% +25,910 13F-HR/A Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 72,972 $3.66M 0.55% -5,332 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 72,760 $3.65M 0.73% +1,863 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 72,585 $3.64M 0.51% +3,250 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 72,523 $3.64M 0.08% +4,353 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 89,064 $3.63M 1.53% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 72,213 $3.63M 0.64% -22,220 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 72,170 $3.62M 0.31% -4,367 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 71,915 $3.61M 1.09% -9,130 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 71,747 $3.6M 0.58% -442 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 71,632 $3.6M 1.92% +1,970 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 71,598 $3.59M 0.42% -321 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 71,534 $3.59M 0.33% -58,395 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 71,366 $3.58M 1.06% -4,030 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 71,304 $3.58M 1.31% +7,559 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 71,220 $3.58M 1.47% +1,157 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 70,941 $3.56M 0.42% -111 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 70,900 $3.56M 1.03% +12,500 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 70,355 $3.53M 1.69% +4,127 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 70,254 $3.53M 0.31% -538 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 70,087 $3.52M 0.32% -573 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 69,848 $3.51M 0.29% +8,424 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 69,626 $3.5M 1.76% +1,551 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 69,267 $3.48M 1.45% -69,565 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 69,213 $3.47M 0.95% +596 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 74,643 $3.47M 0.13% -122 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 68,933 $3.46M 0.33% -2,544 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 68,832 $3.46M 0.04% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 68,624 $3.44M 0.09% -2,215 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 68,588 $3.44M 0.26% +1,147 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 68,511 $3.44M 0.87% +2,277 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 68,457 $3.44M 2.73% +5,833 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 68,319 $3.43M 0.06% +10,423 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 67,807 $3.4M 0.49% -1,508 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 67,794 $3.4M 0.74% -1,299 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 67,561 $3.39M 0.42% +1,405 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 67,525 $3.39M 1% +2,388 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 67,520 $3.39M 0.56% -264 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 67,357 $3.38M 3.1% +2,435 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 67,168 $3.37M 0.2% +15,882 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 67,015 $3.36M 0.47% -808 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 66,893 $3.36M 0.71% +8,191 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 66,668 $3.35M 0.13% -207 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 66,504 $3.34M 0.1% +8,095 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 65,925 $3.31M 0.05% +4,146 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 65,755 $3.3M 0.15% +4,506 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 67,098 $3.3M 0.04% -10,062 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 65,452 $3.29M 2.1% +3,370 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 65,193 $3.27M 0.6% +5,498 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 64,998 $3.26M 2.27% -179 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 64,785 $3.25M 0.15% +5,508 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 64,612 $3.24M 0.4% +7,183 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 61,550 $3.24M 1.5% +49,550 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 64,542 $3.24M 0.94% -88 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 64,130 $3.22M 0.59% -8,650 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 64,123 $3.22M 0.14% +2,487 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 63,944 $3.21M 0.71% -8,642 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 63,916 $3.21M 0.14% -11,016 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 63,872 $3.21M 0.33% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 63,654 $3.2M 0.12% +5,054 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 64,422 $3.2M 0.17% -3,091 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 63,424 $3.18M 0.25% +1,199 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 63,417 $3.18M 0.89% -23,649 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 63,411 $3.17M 0.12% new 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 62,850 $3.16M 0.74% -1,786 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 62,803 $3.15M 0.5% -1,848 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 62,417 $3.13M 1.08% +15,730 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 62,072 $3.12M 0.04% 0 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 61,541 $3.09M 0.07% -1,963 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 61,418 $3.09M 0.2% -14,941 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 61,337 $3.08M 0.35% new 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 60,877 $3.06M 0.25% +774 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 60,717 $3.05M 0.09% +1,213 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 60,676 $3.05M 0.68% +3,048 13F-HR Timeline QVR LLC More: the full row for QVR LLC 60,592 $3.04M 1.49% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 60,433 $3.03M 0.25% -3,926 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 59,967 $3.01M 0.61% +1,774 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 59,955 $3.01M 0.21% -3,581 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 59,863 $3.01M 2.3% -85 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 59,391 $2.98M 0.54% -1,711 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 59,309 $2.98M 1.36% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 59,285 $2.98M 0.75% +2,539 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 59,275 $2.98M 0.28% +303 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 59,074 $2.97M 2% +1,690 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 59,069 $2.97M 0.17% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 58,993 $2.96M 1.28% -3,737 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 62,585 $2.95M 1.11% +63 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 58,732 $2.95M 0.2% -6,828 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 58,584 $2.94M 0.63% -5,659 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 58,504 $2.94M <0.01% -36,473 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 58,298 $2.93M 0.31% -1,427 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 58,241 $2.92M 0.39% +12 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 58,216 $2.92M 1.19% -854 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 57,862 $2.9M 1.71% 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 57,816 $2.9M 0.75% +1,129 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 57,793 $2.9M 0.04% 0 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 57,529 $2.89M 0.32% -17,481 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 57,475 $2.89M 0.68% +7,427 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 57,419 $2.88M 0.22% -3,676 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 57,333 $2.88M 0.17% -65,613 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 57,087 $2.87M -9,601 Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 57,034 $2.86M 0.31% -1,294 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 56,978 $2.86M 0.11% +3,371 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 56,854 $2.85M 2.64% -4,360 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 56,727 $2.85M 0.58% -5,950 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 56,655 $2.84M 0.21% +965 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 56,595 $2.84M 0.63% -3,608 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 56,558 $2.84M 1.25% -677 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 56,512 $2.84M 0.99% +1,255 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 56,502 $2.84M 0.14% +14,530 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 56,400 $2.83M 0.34% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 56,082 $2.82M 0.25% +1,033 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 55,932 $2.8M 0.1% +1,065 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 55,585 $2.79M 0.05% -1,110 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 55,561 $2.79M 1.4% +14,679 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 55,536 $2.79M 0.37% -45,666 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 55,366 $2.78M 1.74% +4,861 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 55,335 $2.78M 1.84% +2,038 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 54,966 $2.76M 0.06% +3,606 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 54,561 $2.74M 0.09% +15,217 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 57,534 $2.74M 0.19% -9,913 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 54,371 $2.73M 0.19% +3,579 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 54,360 $2.73M 0.19% +3,865 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 54,352 $2.73M 0.41% -2,148 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 53,950 $2.71M 1.26% -190 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 55,403 $2.71M 0.04% +22,324 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 53,724 $2.7M 1.98% +1,750 13F-HR Timeline