Rossmore Private Capital More: the full row for Rossmore Private Capital 1,730 $536K 0.06% -1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,728 $535K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,719 $532K <0.01% +348 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,718 $532K 0.06% -1 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,716 $531K 0.01% -333 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,709 $529K 0.03% -74 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,702 $527K 0.27% -29 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,700 $526K 0.42% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,690 $523K 0.07% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,686 $522K 0.05% -703 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,685 $522K 0.3% -174 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,684 $521K 0.02% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,680 $520K 0.03% -1,912 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,678 $519K 0.01% +130 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,674 $518K 0.04% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,671 $517K 0.22% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,669 $517K 0.03% +330 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,662 $515K 0.04% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,627 $513K 0.08% +491 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,619 $501K 0.06% -535 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,616 $500K -186 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,604 $497K 0.04% -63 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,602 $496K 0.18% +716 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,600 $495K 0.02% +400 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,600 $495K 0.48% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,599 $495K 0.22% +57 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,597 $494K 0.13% +9 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,584 $490K 0.08% -27 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,581 $489K 0.04% +90 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,580 $489K 0.03% -4,510 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,579 $489K 0.37% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,577 $488K 0.17% +50 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,572 $487K 0.04% -215 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,567 $485K 0.01% new 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,557 $482K 0.01% -9,693 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,553 $481K 0.01% -508 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,543 $478K 0.02% +746 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,538 $476K 0.02% +200 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,537 $476K 0.1% -35 13F-HR/A Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,535 $475K 0.28% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,535 $475K 0.12% +35 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,534 $475K 0.04% -534 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,567 $474K 0.04% +34 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,526 $472K 0.08% -477 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,600 $472K 0.26% -2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,521 $471K <0.01% +4 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,515 $469K 0.2% -178 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,504 $466K 0.01% -193 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,504 $466K 0.08% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,500 $464K 0.07% -82 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,486 $460K 0.01% -56 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,484 $459K 0.21% -111 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,484 $459K 0.02% +37 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,482 $459K 0.28% +8 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,471 $455K 0.07% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,445 $447K 0.16% -5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,445 $447K 0.15% +7 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,444 $447K 0.08% -429 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,444 $447K 0.01% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,445 $447K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,442 $446K 0.06% +264 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,460 $446K 0.04% +28 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,433 $444K 0.01% -43 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,429 $442K 0.34% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,428 $442K <0.01% -12 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for CONNING INC. 1,314 $407K 0.01% -52 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,300 $402K 0.32% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,300 $402K 0.22% 0 13F-HR Timeline OARSMAN CAPITAL, INC. 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More: the full row for Freedom Investment Management, Inc. 1,274 $394K 0.03% -199 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,272 $394K 0.01% +120 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,266 $392K 0.04% +52 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,256 $389K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,254 $388K 0.01% +14 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,253 $388K 0.03% +16 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,252 $388K 0.01% +115 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,250 $387K 0.08% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,249 $387K 0.06% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,245 $385K 0.03% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. 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More: the full row for Probity Advisors, Inc. 1,188 $368K 0.06% +197 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,180 $365K 0.1% +190 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,174 $363K 0.06% -1,345 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,168 $362K 0.17% -74 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,162 $360K 0.01% -913 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,122 $355K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,148 $355K <0.01% +208 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,147 $355K 0.19% -422 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,145 $354K 0.14% +131 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,144 $354K 0.07% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,139 $353K 0.05% +285 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,130 $350K 0.04% +33 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,130 $350K <0.01% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,125 $348K <0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,125 $348K 0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,123 $348K 0.35% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,116 $345K 0.24% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,114 $345K 0.02% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,113 $345K 0.01% +2 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,111 $344K 0.02% -128 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,109 $343K 0.01% -37 13F-HR Timeline Group West Family Investments, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 974 $302K 0.12% -3 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 971 $301K 0.01% -2,534 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 970 $300K 0.03% 0 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 969 $300K 0.01% +103 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 968 $300K 0.03% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 968 $300K 0.04% -500 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 987 $299K 0.02% +29 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 964 $298K 0.06% +42 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 961 $297K <0.01% +73 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 961 $297K 0.05% +47 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 960 $297K 0.03% -218 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 960 $297K 0.21% +148 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 949 $294K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 949 $294K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 947 $293K 0.01% -97 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 945 $293K 0.09% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 943 $292K 0.28% -56 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 936 $290K 0.14% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 977 $289K 0.03% 0 13F-HR Timeline Waterloo Capital, L.P. 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