JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 8,320 $606K 0.07% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,295 $604K 0.58% -718 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 8,291 $603K 0.21% -47 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,282 $603K 0.44% -7 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,275 $602K 0.03% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,269 $602K 0.17% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for McGowan Group Asset Management, Inc. 8,034 $585K 0.07% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,032 $585K 0.04% +4,172 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,026 $584K 0.07% +8 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 7,990 $582K <0.01% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,989 $580K 0.22% -3,274 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,885 $574K 0.07% +48 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,529 $572K 0.01% +185 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,065 $571K 0.02% -189 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,844 $571K 0.1% +149 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,841 $571K 0.09% -599 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,832 $570K 0.01% -239 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 7,806 $568K 0.02% +2,777 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 7,932 $567K 0.03% +46 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,775 $566K 0.42% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 7,773 $566K 0.56% +2,022 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,770 $566K 0.12% -411 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,767 $565K 0.01% -335 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,710 $561K 0.13% -98 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for Clarus Group, Inc. 7,472 $544K 0.19% +74 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 7,460 $543K 0.26% -81 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,448 $542K <0.01% +1,771 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,447 $542K 0.01% -12,316 13F-HR/A Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,404 $539K 0.04% +1,583 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,402 $539K 0.01% +1,200 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,398 $538K 0.01% +1,364 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 7,357 $535K 1.81% -149 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,355 $535K 0.02% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,343 $534K 0.2% -417 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,340 $534K 0.29% -407 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 7,322 $533K 0.19% -586 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,316 $532K 0.03% +727 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,290 $531K 0.06% +782 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,284 $530K 0.11% -587 13F-HR Timeline BAILARD, INC. 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More: the full row for BOK Financial Private Wealth, Inc. 6,782 $494K 0.03% -941 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,774 $493K 0.03% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,759 $492K 0.3% +10 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,742 $491K 0.07% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,733 $490K 0.09% -965 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,711 $488K 0.06% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,707 $488K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Institute for Wealth Management, LLC. 6,607 $481K 0.05% +195 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,586 $479K 0.07% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 6,572 $478K 0.14% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 6,569 $478K 0.38% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 6,550 $477K 0.07% +864 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,528 $475K 0.23% +347 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,489 $472K 0.21% -1,297 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for GRANVILLE CAPITAL, INC. 6,336 $461K 0.24% -61 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,397 $461K 0.02% -159 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 6,315 $460K 0.24% 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 6,286 $457K 0.22% -4,127 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,279 $457K 0.01% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,262 $456K 0.01% -935 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,274 $455K 0.03% -1,215 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,245 $454K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,236 $454K 0.01% +392 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,229 $453K 0.04% +1,000 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,207 $452K 0.16% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,202 $451K 0.16% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,174 $449K 0.18% +43 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,165 $449K 0.21% +21 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,130 $448K 0.03% +1,312 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 6,154 $448K 0.1% -244 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,149 $448K 0.05% +412 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 6,146 $447K 0.34% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 6,143 $447K 0.36% +509 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,120 $445K 0.02% +1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,088 $443K 0.03% +37 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $442K 0.26% -6,078 13F-HR Timeline Amount filed as zero, left out of ratios. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,065 $441K 0.04% +1,340 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,062 $441K 0.07% +115 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,038 $439K 0.02% +504 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,032 $439K 0.01% +32 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,030 $438K 0.14% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,000 $437K 0.05% 0 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,970 $435K 0.18% -1,964 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,959 $434K 0.03% -62 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,939 $432K 0.05% +327 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,930 $432K 0.12% -2,063 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,005 $431K 0.02% +1,294 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,926 $431K 0.02% -1,054 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,907 $430K 0.05% +26 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,904 $430K 0.15% -14 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 5,894 $429K 0.05% +316 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 5,890 $429K 0.26% -454 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 5,888 $429K 0.21% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,815 $423K <0.01% +191 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,755 $419K 0.13% +100 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 5,751 $419K 0.23% +397 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,854 $417K 0.01% +954 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,715 $416K 0.2% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,688 $414K 0.05% +182 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,680 $413K 0.02% +365 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,669 $413K 0.14% -483 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,657 $412K 0.12% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,645 $411K 0.01% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,638 $410K 0.01% -180 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,616 $409K 0.07% -1,205 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,567 $405K 0.22% +39 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,553 $404K 0.02% -2,000 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,535 $403K 0.11% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,495 $400K 0.27% 0 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. 5,481 $399K 0.01% +476 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,455 $397K 0.01% -77 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,453 $397K 0.07% -101 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,410 $394K 0.2% +406 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,400 $393K 0.01% +200 13F-HR Timeline Group CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 5,400 $393K 0.07% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,400 $393K <0.01% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,400 $393K 0.23% +377 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,389 $392K 0.22% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 5,315 $387K 0.17% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,309 $386K 0.09% -65 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5,283 $384K 0.29% -1,801 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,265 $383K 0.16% -108 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,247 $382K 0.18% -46 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,235 $381K <0.01% -350 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,227 $380K 0.03% +2,630 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,224 $380K 0.01% -287 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,221 $380K 0.04% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,218 $380K 0.31% -193 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,211 $379K 0.03% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,210 $379K 0.19% +402 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,200 $378K 0.06% -2,925 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,186 $377K 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,175 $377K 0.04% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,163 $376K 0.18% -25 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,159 $375K 0.03% -257 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,136 $374K 0.07% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,118 $372K 0.18% +2,030 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,171 $371K 0.03% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,090 $370K 0.02% +985 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,089 $370K 0.2% +280 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,080 $370K 0.17% -17 13F-HR Timeline