Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,340 $493K 0.04% +1,617 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,306 $489K 0.03% +304 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,307 $489K 0.04% +799 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,288 $488K 0.01% -1,821 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,283 $487K 0.14% -1,200 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,283 $487K 0.33% -150 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 5,277 $487K 0.01% +208 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for Glassy Mountain Advisors, Inc. 3,570 $329K 0.11% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,568 $329K 0.09% +100 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,565 $329K 0.06% -69 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,561 $328K 0.01% -256 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,541 $327K 0.08% -485 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,539 $326K 0.28% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,482 $326K 0.07% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,527 $325K 0.13% +8 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,520 $325K 0.2% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,500 $323K 0.12% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,500 $323K 0.17% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,490 $322K 0.1% +194 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,470 $320K 0.08% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,460 $319K 0.03% +460 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,458 $319K 0.45% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,451 $318K 0.1% 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 3,437 $317K 0.19% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,416 $315K 0.01% -168 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,411 $315K 0.16% +200 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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