Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,853 $373K 0.04% -109 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,840 $370K 0.03% -273 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,839 $370K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,832 $369K 0.01% -63 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,828 $368K 0.02% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,805 $363K 0.11% +660 13F-HR/A Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,803 $363K <0.01% new 13F-HR/A Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,803 $363K 0.1% +628 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,801 $363K 0.12% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,798 $362K 0.05% -128 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,797 $362K 0.03% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,779 $358K 0.06% +6 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,777 $358K 0.01% -253 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,765 $355K 0.13% +673 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,764 $355K <0.01% +264 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,761 $355K 0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,760 $354K 0.05% -3 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,750 $352K 0.06% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,748 $352K 0.19% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,746 $351K 0.26% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,740 $350K <0.01% -415 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,736 $349K 0.01% -64 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,727 $348K 0.01% -76 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,725 $347K 0.15% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,724 $347K 0.01% +23 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,722 $347K 0.25% -109 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,714 $345K 0.05% +6 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,700 $342K 0.03% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,700 $342K 0.01% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,700 $342K 0.28% -9 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,697 $342K 0.07% +72 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,685 $341K 0.01% +175 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,689 $340K 0.05% -285 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,688 $340K 0.15% -57 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,687 $340K 0.05% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,685 $339K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,684 $339K 0.02% +435 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 1,684 $339K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,684 $339K 0.01% 0 13F-HR/A Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,680 $338K 0.33% 0 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,678 $338K 0.05% -1,892 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,677 $338K 0.05% +1 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,674 $337K 0.08% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,669 $336K 0.08% -7 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,661 $334K 0.23% +74 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,660 $334K 0.14% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,660 $334K 0.03% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,651 $334K 0.03% -264 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,640 $332K 0.12% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,647 $332K 0.03% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,643 $331K 0.07% 0 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 1,642 $331K 0.06% -45 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,641 $330K 0.04% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,639 $329K 0.02% -576 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,632 $329K 0.05% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,628 $328K 0.07% -98 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,621 $326K 0.24% -80 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,619 $326K 0.04% -69 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,617 $326K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,610 $324K 0.07% +95 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,602 $322K 0.01% +3 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,602 $322K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,642 $321K 0.03% -636 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,580 $318K 0.08% +441 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,579 $318K 0.03% +43 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,577 $317K 0.05% +16 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,574 $317K <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,576 $316K 0.02% -1,256 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,554 $313K 0.1% -242 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,544 $312K 0.03% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,550 $312K 0.02% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,550 $312K 0.07% -15 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,548 $312K 0.02% +4 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,543 $311K 0.39% 0 13F-HR/A Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,543 $311K 0.11% +11 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,540 $310K 0.02% +5 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,539 $310K 0.1% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,539 $310K 0.01% -43 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,536 $309K 0.01% +22 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,534 $309K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,534 $309K 0.03% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,534 $309K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,534 $309K 0.05% +110 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,532 $308K 0.02% +5 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,531 $308K 0.03% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,527 $307K 0.08% -6,310 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,526 $307K 0.02% +56 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,522 $306K 0.17% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,519 $306K 0.13% +24 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,515 $305K 0.06% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,511 $304K 0.02% +3 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,510 $304K 0.04% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,509 $304K 0.03% -107 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,507 $303K 0.25% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,501 $302K 0.01% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,500 $302K 0.01% +95 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,500 $302K 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,500 $302K 0.22% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $302K 0.13% 0 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,499 $302K 0.05% -30 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,498 $302K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,493 $301K 0.11% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 1,487 $299K 0.08% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,481 $298K 0.05% -29 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,476 $297K 0.03% -5 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,465 $296K 0.02% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,472 $296K <0.01% +16 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,472 $296K 0.02% +87 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,469 $296K 0.11% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,468 $296K 0.04% +32 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,466 $295K 0.01% -30 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,426 $295K 0.14% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,457 $293K <0.01% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,451 $292K 0.2% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,450 $292K 0.14% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,450 $292K 0.1% +60 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,448 $291K 0.02% +1 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,439 $291K 0.01% +31 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,421 $286K 0.08% new 13F-HR/A Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,419 $286K 0.04% -155 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,416 $285K 0.09% +15 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,473 $285K 0.26% +42 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 1,414 $285K 0.03% -18,153 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,413 $284K 0.19% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,404 $283K 0.09% +2 13F-HR/A Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,396 $281K 0.05% -345 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,396 $281K 0.02% +24 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,390 $280K 0.06% -70 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,388 $279K 0.08% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,384 $279K 0.01% -59 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,374 $277K 0.01% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,370 $276K 0.08% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,369 $276K 0.06% +16 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,363 $274K 0.03% -36 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,360 $274K 0.02% -613 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,359 $274K 0.15% -100 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,421 $273K 0.01% -3,623 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,353 $272K 0.09% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,350 $272K <0.01% +6 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,350 $272K 0.07% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,347 $271K 0.01% +261 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,342 $270K 0.01% 0 13F-HR/A Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,341 $270K 0.17% +272 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,337 $269K 0.03% +10 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,333 $268K 0.11% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,329 $268K 0.07% +6 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,320 $266K 0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,316 $265K 0.03% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,315 $265K 0.14% +85 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,313 $264K 0.02% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,305 $263K 0.07% +18 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,301 $262K 0.65% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,295 $261K 0.02% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,294 $260K 0.02% -22,803 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,288 $259K <0.01% new 13F-HR Timeline Group SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 1,287 $259K 0.16% 0 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,286 $259K 0.26% -88 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,274 $258K 0.07% +18 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,280 $258K 0.08% +1 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,265 $255K 0.05% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,264 $255K 0.01% new 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,264 $255K 0.01% +86 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,258 $253K 0.02% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,254 $253K 0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,245 $252K 0.05% +983 13F-HR/A Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,250 $252K 0.05% +101 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,250 $252K 0.06% -10 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,245 $251K 0.05% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,245 $251K 0.01% +116 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,243 $250K 0.2% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,242 $250K 0.12% +90 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,238 $249K 0.05% -22 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,500 $249K <0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,202 $248K 0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,233 $248K 0.05% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,225 $248K 0.06% -46 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,231 $248K 0.03% -955 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,272 $248K 0.06% +15 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,227 $247K 0.04% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,276 $247K 0.13% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,224 $246K 0.02% -13 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,269 $246K 0.04% 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,223 $246K 0.03% -284 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,216 $246K 0.06% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,218 $245K 0.02% -422 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,217 $245K <0.01% -246 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,216 $245K 0.07% +832 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,216 $245K 0.03% +23 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,214 $244K 0.21% 0 13F-HR/A Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,213 $244K <0.01% +12 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,210 $244K 0.07% -117 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,210 $244K <0.01% -34 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,209 $243K 0.05% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,206 $243K 0.02% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,200 $242K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,200 $242K 0.01% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,200 $242K 0.28% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,196 $241K 0.02% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,195 $241K 0.04% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,190 $240K 0.02% +3 13F-HR Timeline