EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,892 $1.1M 0.04% +417 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,877 $1.1M 0.02% +2,075 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,859 $1.1M 0.12% +4,002 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,835 $1.09M 0.16% -2,846 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,781 $1.09M 0.79% -365 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 8,760 $1.08M 0.57% +450 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 8,660 $1.07M 0.19% -6,560 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,591 $1.06M 0.24% +5,818 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,561 $1.06M 0.18% -515 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 8,527 $1.06M 0.46% -839 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,489 $1.05M 0.3% -4,159 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 8,478 $1.05M 0.11% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,471 $1.05M 0.05% +348 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,454 $1.05M 0.03% +6,141 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,445 $1.05M 0.1% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 8,370 $1.04M 0.07% +618 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,364 $1.04M 0.7% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,347 $1.03M 0.19% +31 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 8,336 $1.03M 0.97% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,290 $1.03M 0.02% +2,314 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,230 $1.02M 0.13% +119 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,224 $1.02M 0.15% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,204 $1.02M 0.28% +29 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,127 $1.01M 0.06% -14,941 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,113 $1M 0.28% +141 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,105 $1M 0.14% +110 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,082 $1M 0.01% +2,348 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 8,049 $996K 0.18% +1,106 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,970 $986K 0.41% +4 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,946 $983K 0.33% -434 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 7,926 $981K 0.18% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 7,917 $980K 0.33% -847 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,916 $980K 0.22% +8 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,874 $974K 0.28% -3,408 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,863 $973K 0.01% -1,122 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,826 $968K 0.08% +216 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,813 $967K 0.02% +13 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,872 $966K 0.13% +2,251 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,784 $963K 0.03% -1,267 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 7,772 $962K 0.34% -677 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,761 $960K 0.42% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,752 $959K 0.01% -502 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,085 $959K 0.01% -170 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,715 $955K 0.4% -249 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,712 $954K 0.03% +4,015 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,709 $954K 0.11% +457 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,707 $954K 0.17% -742 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,707 $954K 0.01% +246 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 7,700 $953K 0.74% -38,300 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,674 $951K 0.2% +34 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,648 $946K 0.16% +1,594 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,598 $940K 0.1% -610 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,593 $940K 0.55% +465 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,589 $939K 0.11% -88 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,569 $937K 0.21% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 7,547 $934K 0.29% -47 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,488 $926K 0.23% +8 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 7,463 $924K 1.26% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,464 $924K 0.01% +1 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 7,445 $921K 0.54% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,442 $921K 0.16% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,434 $920K 0.12% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,420 $918K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,414 $917K 0.06% -77 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,402 $916K 0.05% +3,211 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,249 $910K 0.02% +225 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,286 $902K 0.35% -964 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,242 $896K 0.12% +59 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 7,233 $895K 0.2% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,222 $894K 0.03% +384 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,208 $892K 0.12% -2,305 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,192 $890K 0.23% -529 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 7,146 $884K 0.05% +1,357 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,109 $880K 0.17% -784 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,090 $877K 0.07% -47 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 7,057 $873K 0.15% -70,549 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,044 $872K 0.3% -213 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,021 $869K 0.48% -3,540 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,000 $866K 0.07% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,982 $864K 0.04% +20 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,974 $863K 0.05% +1,004 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,950 $860K 0.21% -1,550 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,938 $859K 0.01% +3,404 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,900 $854K 0.68% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,803 $846K 0.11% -321 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,834 $846K 0.12% -67 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,347 $845K 0.06% +469 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 6,806 $842K 0.18% -1,994 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,790 $840K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,759 $836K 0.01% +433 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,754 $836K 0.02% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 6,715 $831K 0.53% -150 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,684 $827K <0.01% -457 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,670 $825K 0.08% +268 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,585 $815K 0.89% +456 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,547 $810K 0.02% +31 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,483 $802K 0.06% +2,052 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,478 $802K 0.01% +2,309 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,475 $801K 0.07% +2,008 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,453 $799K 0.06% +8 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,427 $796K 0.06% +3,227 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,424 $795K 0.01% +944 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,403 $792K 0.01% +880 13F-HR Timeline PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 6,400 $792K 0.34% -31,800 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,015 $791K 0.07% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,386 $790K 0.01% +388 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,362 $787K 0.17% -346 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,298 $785K 0.26% -1,356 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,326 $783K 0.05% +46 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,281 $778K 0.02% +928 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,250 $773K 1.13% -1,060 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,240 $772K 0.05% +384 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,170 $764K 0.2% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,132 $759K 0.44% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,081 $752K 0.05% +394 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,074 $752K 0.05% +506 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,070 $751K 0.27% -23 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,053 $749K 0.06% +1,655 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,998 $742K 0.2% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,982 $740K 0.25% +2,744 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,960 $738K 0.23% 0 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,956 $737K 0.23% +1,500 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,891 $729K 0.81% -5,891 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,881 $728K 0.1% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,857 $725K 0.04% +717 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,831 $722K 0.38% -394 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 5,772 $714K 0.22% +28 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,756 $712K 0.21% +1,221 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,736 $710K 0.01% -12 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,719 $708K 0.09% +55 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,716 $707K 0.1% +318 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,700 $707K 0.3% -64 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,620 $696K 0.03% +1,125 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,623 $696K 0.05% -301 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,623 $696K 0.15% +1,428 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,892 $694K 0.11% -1,468 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,574 $690K 0.02% -1,229 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,563 $688K 0.05% +2,470 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,556 $688K 0.03% -589 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,550 $687K 0.09% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,535 $685K 0.08% -260 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,512 $682K 0.02% +237 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,487 $679K 0.19% +7 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,428 $672K 0.03% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 5,411 $670K 0.01% new 13F-HR/A Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,395 $668K 0.22% +1,951 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,381 $666K 0.03% +3,030 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,365 $664K 0.02% new 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,324 $659K 0.02% -11,730 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,297 $656K 0.05% -191 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,296 $655K 0.27% new 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 5,280 $653K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,275 $653K 0.2% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,267 $652K 0.05% +4,754 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,248 $650K 0.03% -59 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,224 $646K 0.05% new 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,220 $646K 0.04% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,220 $646K 0.11% 0 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 5,214 $645K 0.01% +2,053 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,200 $644K 0.15% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,502 $642K 0.52% -1,291 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,185 $642K 0.18% -15 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,068 $638K 0.17% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,093 $630K 0.19% -2,631 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,072 $628K 0.1% +1,842 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,066 $627K <0.01% +1,510 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 5,055 $626K 0.06% -1,890 13F-HR/A Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,048 $625K 0.34% +465 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,031 $623K 0.07% +725 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,029 $622K 0.05% +118 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,017 $622K 0.05% +276 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,022 $621K 0.06% +122 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,000 $619K 0.09% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,989 $616K 0.51% +8 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,961 $614K 0.03% +1,711 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,910 $607K 0.73% -1,357 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,872 $603K 0.08% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,849 $600K 0.23% +1,730 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,828 $597K 0.01% +1,853 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,825 $597K 0.14% +1 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,800 $594K 0.36% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,778 $591K 0.2% 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,700 $586K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,706 $582K 0.05% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,700 $582K 0.07% -62 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,676 $579K 0.08% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,635 $574K 0.24% +1,295 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,635 $574K 0.07% -165 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,630 $573K 0.03% -167 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 4,595 $569K 0.71% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,570 $566K 0.04% +1,099 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,565 $565K 0.24% -65 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,539 $562K 0.16% +428 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,515 $559K 0.03% new 13F-HR/A Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,510 $558K 0.23% +68 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,515 $558K 0.03% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,508 $558K 0.05% -457 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,500 $557K 0.62% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,492 $556K 0.19% +763 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,466 $553K 0.06% new 13F-HR Timeline