Realta Investment Advisors More: the full row for Realta Investment Advisors 20,936 $2.48M 0.83% +6,604 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 20,727 $2.45M 0.64% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 20,535 $2.43M 0.67% -908 13F-HR/A Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 20,493 $2.43M 1.31% +1,063 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 20,434 $2.42M 1.15% +5,329 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 20,661 $2.41M 1.2% -10 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 21,165 $2.4M 1.91% -7,373 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,016 $2.37M 0.19% -3,244 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 20,000 $2.37M 0.16% -3,000 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 19,995 $2.37M 2.4% +3,638 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 19,937 $2.36M 0.05% +223 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 19,703 $2.33M 1.48% -111 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 19,539 $2.31M 0.45% +432 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 19,520 $2.31M 1.63% -710 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 19,312 $2.29M 0.2% +3,821 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,294 $2.28M 0.08% +107 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 19,208 $2.27M 0.53% +5 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 19,131 $2.26M 0.57% -783 13F-HR Timeline Collier Financial More: the full row for Collier Financial 19,047 $2.25M 1.7% 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 19,026 $2.25M 1.81% +100 13F-HR/A Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 18,919 $2.24M 0.01% -252 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,805 $2.23M 0.04% +2,963 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 18,730 $2.22M 0.59% +700 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,586 $2.2M 0.08% +5,694 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 18,427 $2.18M 0.17% -1,131 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 18,172 $2.15M 0.05% -56 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 18,124 $2.15M 2.07% +604 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,109 $2.14M 0.01% +1,330 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 18,051 $2.14M 0.87% +92 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 17,993 $2.13M 0.41% +381 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,956 $2.13M 0.08% +304 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,885 $2.12M 0.09% +409 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 17,832 $2.11M 0.99% -2,224 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,706 $2.1M 0.02% -5,241 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 17,694 $2.09M 0.19% -1,315 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17,652 $2.09M 0.02% +1,002 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 17,592 $2.08M 0.64% +409 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,556 $2.08M 0.01% +66 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 17,456 $2.07M 0.58% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 17,375 $2.06M 0.32% new 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 17,341 $2.05M 0.63% +765 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,306 $2.05M 0.24% -3 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 17,306 $2.05M 2.75% -51 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 17,184 $2.03M 1.07% +453 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 17,060 $2.02M 1.35% +8,913 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 16,760 $1.98M 1.33% -1,525 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,717 $1.98M 0.03% +280 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,649 $1.97M 0.03% -308 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 16,628 $1.97M 1.12% +3,053 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 16,597 $1.96M 0.07% -46,201 13F-HR Timeline Group STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 16,877 $1.95M 1.12% +341 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 16,322 $1.93M 0.51% -542 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,288 $1.93M 0.04% +1,619 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 16,119 $1.91M 0.02% -189,862 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 16,109 $1.91M 0.53% -3,083 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 16,100 $1.91M 0.22% -378 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,946 $1.89M <0.01% -78 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,779 $1.87M 0.1% -565 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 15,721 $1.86M 0.91% +492 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,676 $1.86M 0.09% +9,969 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 15,642 $1.85M 0.02% -23 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 15,418 $1.83M 0.12% +2,636 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 15,320 $1.81M 0.01% -2,363 13F-HR Timeline Group Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 15,145 $1.79M 0.88% -10,589 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,028 $1.78M 0.01% +3 13F-HR/A Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 15,025 $1.78M 0.38% -7,908 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,879 $1.76M 0.04% +40 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 14,850 $1.76M 0.4% +552 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 14,690 $1.74M 0.25% -707 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,933 $1.74M 0.02% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 14,639 $1.73M 1.06% -345 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,579 $1.73M 0.09% +1,003 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,541 $1.72M 0.12% +597 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 14,489 $1.72M 0.9% +3,373 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 14,425 $1.71M 0.34% +3,226 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,424 $1.71M 0.15% -694 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 14,411 $1.71M 0.33% -1,755 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 14,339 $1.7M 0.08% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 14,148 $1.67M 0.58% +406 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 14,075 $1.67M 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 14,011 $1.66M 1.49% -150 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,993 $1.66M <0.01% +237 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,931 $1.65M 0.03% +912 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,637 $1.61M 0.1% -34 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,637 $1.61M 0.23% -490 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,556 $1.6M 0.21% +1,980 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,509 $1.6M 0.57% +641 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 13,234 $1.57M 0.44% +5,889 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,186 $1.56M 0.02% -261 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,139 $1.56M 0.02% +96 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 13,049 $1.54M 0.05% -805 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 12,905 $1.53M 0.04% -879 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 12,828 $1.52M 0.27% -780 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,169 $1.51M 0.24% -62,224 13F-HR/A Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,735 $1.51M 0.46% +578 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,698 $1.5M 0.05% -1,645 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,692 $1.5M 0.04% -1,035 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,699 $1.49M 0.08% -30,795 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 12,512 $1.48M 0.1% +446 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 12,312 $1.46M 1.25% +214 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,818 $1.46M 0.05% -305 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,141 $1.44M 0.08% +2,134 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,099 $1.43M 0.21% -71 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 12,060 $1.43M 0.45% -1,049 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,058 $1.43M 0.02% -267 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 12,025 $1.42M 0.97% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,954 $1.42M 0.09% -10,611 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,875 $1.41M 0.8% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,870 $1.41M 0.37% -40,331 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 11,769 $1.39M 1.69% +60 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,675 $1.38M 0.05% -17 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,563 $1.37M 0.06% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,495 $1.36M 0.03% +5,247 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,478 $1.36M 0.09% +13 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,434 $1.35M 0.03% -1,305 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,331 $1.34M 0.22% +875 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,311 $1.34M 0.05% -178 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,298 $1.34M 0.09% +1,638 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 11,282 $1.34M 0.01% -516 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 11,129 $1.32M 0.62% -1,014 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 11,105 $1.31M 0.31% -330 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,024 $1.3M 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,016 $1.3M 0.07% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 10,970 $1.3M 0.94% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,921 $1.29M 0.02% -1,318 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,885 $1.29M 0.07% -286 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,850 $1.28M <0.01% new 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 11,007 $1.28M 1.06% -362 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,680 $1.26M 0.22% +1,685 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,581 $1.25M 0.14% +81 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 10,492 $1.24M 1.13% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,363 $1.23M 0.03% -48 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 10,342 $1.22M 0.47% +1,700 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,183 $1.21M 0.22% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,097 $1.2M 0.01% +186 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,012 $1.19M 0.05% new 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 9,991 $1.18M 0.63% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,974 $1.18M 0.04% -349 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,911 $1.17M 0.01% +1,156 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,804 $1.16M 0.05% +1,368 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 9,804 $1.16M 0.89% -240 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,781 $1.16M 0.07% +91 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 9,719 $1.15M 0.49% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 9,702 $1.15M 0.41% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,679 $1.15M 0.17% +62 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,673 $1.14M 0.12% -269 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,529 $1.13M 0.21% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 9,455 $1.12M 0.2% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,359 $1.11M <0.01% -14,592 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,329 $1.1M 0.16% +3,878 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 9,328 $1.1M 0.03% +2,105 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,221 $1.09M 0.07% -298 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,210 $1.09M 0.05% +1,181 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,135 $1.08M 0.36% +342 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 9,105 $1.08M 0.11% +6,470 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,071 $1.07M 0.08% +1,458 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,066 $1.07M 0.03% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,214 $1.07M 0.04% +11 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,989 $1.06M 0.23% -130 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,978 $1.06M <0.01% +42 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,956 $1.06M 0.52% +621 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 8,810 $1.04M 0.25% +5,040 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,753 $1.04M 0.02% -4,341 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,750 $1.04M 0.04% +412 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,707 $1.03M 0.21% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,673 $1.03M <0.01% +932 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,585 $1.02M <0.01% +1,682 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,571 $1.01M 0.12% +754 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 8,452 $1M 0.08% -499 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,438 $999K 0.01% +185 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,420 $997K 0.11% +255 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,403 $995K 0.34% -108 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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DAVIDSON & CO. 8,014 $949K 0.01% +1,543 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 8,121 $948K 0.35% +741 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,000 $947K 0.12% 0 13F-HR Timeline Group Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,956 $942K 0.6% 0 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,937 $940K 0.03% -133 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,917 $937K 0.04% +1,541 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,905 $936K <0.01% +6 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,901 $935K 0.04% +4,490 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,244 $935K 0.01% +58 13F-HR Timeline WEALTHGARDEN F.S. 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