GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 5,709 $789K 0.12% +134 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,709 $789K 0.02% +200 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,671 $784K 0.06% -78 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,620 $777K 0.36% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,556 $768K 0.01% -457 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 5,517 $763K 0.43% +3 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,506 $761K 0.09% -135 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,497 $760K 0.01% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,473 $757K 0.02% -79 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,448 $753K 0.1% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,420 $749K 0.12% +15 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,366 $742K 0.04% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,286 $731K 0.15% new 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,207 $720K 0.39% +2,536 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,206 $720K 0.02% -122 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,113 $707K 0.13% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,103 $705K 0.03% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,024 $695K 0.03% -750 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,016 $693K 0.05% -15 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,891 $676K 0.03% 0 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 4,842 $669K 0.08% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,816 $666K 0.01% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,807 $665K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,754 $657K 0 Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,750 $657K 0.01% +750 13F-HR Timeline Group Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,750 $657K 0.2% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,725 $653K 0.33% -110 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,719 $652K 0.03% +307 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,717 $652K 0.22% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,716 $652K 0.01% +24 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,700 $650K 0.02% +86 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. 4,694 $649K 0.02% -68 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,653 $643K 0.1% -2,986 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,614 $638K 0.08% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,609 $637K 0.41% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 4,575 $632K 0.17% -63 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,571 $632K 0.04% -1,460 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,514 $624K 0.04% +830 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,441 $614K 0.02% +65 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,384 $606K 0.06% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,322 $597K 0.17% 0 13F-HR/A Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,314 $596K 0.16% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,306 $595K 0.1% -521 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,313 $594K 0.08% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,264 $589K 0.02% +88 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,249 $587K 0.09% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,239 $586K 0.4% +27 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,200 $581K 0.02% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,135 $576K 0.08% +275 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 4,118 $569K 0.38% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,106 $568K 0.04% -1 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,084 $565K 0.07% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,076 $564K 0.02% -245 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,051 $560K 0.03% new 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,050 $560K 0.04% -85 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,050 $560K 0.15% +1,500 13F-HR Timeline American Trust More: the full row for American Trust 4,010 $554K 0.05% +97 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 4,000 $553K 0.33% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,990 $552K 0.08% +27 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,892 $545K 0.01% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 3,919 $542K 0.47% -569 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,882 $537K 0.17% -1,995 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,863 $534K 0.29% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,829 $529K 0.06% -246 13F-HR/A Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,825 $529K 0.39% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,800 $525K 0.02% +156 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 3,763 $519K 0.16% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,751 $519K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,744 $518K 0.01% 0 13F-HR Timeline Group Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,742 $517K 0.33% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,707 $512K 0.01% new 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 3,693 $511K 0.18% +237 13F-HR/A Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,653 $505K 0.1% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,610 $499K 0.06% -1,692 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,200 $492K 0.01% new 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,555 $491K 0.35% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,550 $491K 0.01% -6,769 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,520 $487K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,485 $482K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,456 $478K 0.09% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,446 $476K 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,423 $473K 0.01% +619 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,421 $473K <0.01% -560 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,410 $471K 0.01% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,392 $470K 0.01% +271 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,344 $462K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,320 $459K <0.01% +46 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,288 $455K 0.23% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,288 $454K 0.02% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 3,286 $454K 0.29% +1,390 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,285 $454K 0.08% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,263 $451K 0.01% -49 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 3,253 $450K 0.06% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,248 $449K 0.05% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,239 $448K 0.04% +5 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,234 $447K 0.02% -200 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,200 $442K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,194 $442K 0.01% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,182 $440K 0.09% 0 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 3,176 $439K 0.17% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,151 $436K 0.04% +278 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,113 $430K 0.06% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,096 $428K 0.01% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,092 $427K <0.01% -179 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,083 $426K 0.05% 0 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,072 $425K <0.01% -7,963 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,049 $422K 0.2% -853 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,019 $417K 0.13% +319 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,000 $415K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,989 $413K 0.01% -1,250 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,966 $410K 0.13% -103 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,966 $410K 0.03% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,975 $410K 0.02% +275 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,945 $407K -5,841 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,931 $405K <0.01% +901 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,923 $404K 0.15% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,908 $402K 0.1% +1,113 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,908 $402K 0.02% +133 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,900 $401K 0.04% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,894 $400K 0.06% -558 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,887 $399K <0.01% 0 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,873 $397K 0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,870 $397K 0.01% -46 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,852 $394K 0.19% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,850 $394K 0.04% +147 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,830 $391K 0.08% +698 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 2,828 $391K 0.05% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,798 $387K 0.03% +13 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,763 $382K 0.11% -54 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,760 $382K 0.1% -247 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 2,753 $381K 0.34% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,726 $377K 0.04% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,721 $376K 0.16% -110 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,717 $376K 0.04% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,697 $373K <0.01% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,694 $372K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,686 $371K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,670 $369K 0.05% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,650 $366K 0.05% -306 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,645 $366K 0.02% +430 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,620 $362K 0.06% +60 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,550 $353K 0.14% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,519 $351K 0.02% -29 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,620 $350K 0.14% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,512 $347K 0.01% -10 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 2,488 $344K 0.12% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,441 $337K <0.01% +489 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,417 $334K 0.1% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,399 $333K 0.2% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,402 $332K 0.17% -66 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,372 $328K 0.02% +100 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,362 $327K 0.01% 0 13F-HR Timeline Group Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,360 $326K 0.11% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,351 $325K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,349 $325K <0.01% 0 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,348 $325K 0.13% +155 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,345 $324K 0.01% +263 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 2,313 $320K 0.2% -5,497 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,298 $318K 0.08% 0 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,290 $317K <0.01% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,260 $312K 0.02% +80 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,268 $312K <0.01% -126 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,257 $312K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,257 $312K <0.01% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,225 $308K 0.06% +6 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,220 $307K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,206 $305K 0.02% -16 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,165 $299K 0.02% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,160 $299K 0.05% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,149 $297K 0.03% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,149 $297K 0.04% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,146 $297K 0.04% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,130 $294K 0.11% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,115 $292K 0.3% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,111 $292K 0.03% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,096 $290K 0.13% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,090 $289K 0.11% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,083 $288K 0.25% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,082 $288K 0.03% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,055 $284K 0.04% -92 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,049 $283K <0.01% -28 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,034 $281K 0.08% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,025 $280K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,013 $278K 0.02% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,009 $278K 0.05% -224 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,006 $277K 0.08% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,000 $276K 0.72% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $276K 0.03% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,000 $276K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,985 $274K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,963 $271K <0.01% -140 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,962 $271K 0.15% +163 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,948 $270K 0.13% -1,207 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,948 $269K 0.08% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,945 $269K 0.2% new 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,934 $267K 0.09% +250 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,905 $263K 0.03% +189 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,854 $256K 0.03% -483 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,836 $254K 0.01% -107 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,821 $252K 0.06% -86 13F-HR Timeline