FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,342 $889K 0.05% +2 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,340 $888K 0.41% +1 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,335 $885K 0.11% +85 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,324 $877K 0.02% -70 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,315 $871K 0.11% +4 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,312 $869K 0.07% -664 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,308 $867K 0.13% -31 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,303 $863K 0.2% +21 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,300 $861K 0.89% +196 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,297 $859K 0.32% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,293 $857K 0.52% +79 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,288 $854K +203 Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 1,281 $849K 0.52% -9,978 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 1,280 $848K 0.14% -8 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,278 $847K 0.06% +399 13F-HR Timeline MOTCO More: the full row for MOTCO 1,272 $843K 0.09% -8 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,270 $842K 0.15% +187 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,270 $842K 0.01% +21 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,268 $840K 0.05% -144 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,266 $839K 0.35% +86 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 1,253 $830K 0.03% -885 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,251 $829K 0.22% +404 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,249 $828K 0.14% +1,140 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,243 $824K 0.13% -1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,243 $824K 0.21% +488 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,235 $821K 0.37% +96 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,277 $818K 0.11% +144 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,233 $817K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,228 $814K 0.35% +79 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,190 $813K 0.32% +58 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,221 $813K 0.07% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,230 $813K 0.02% +147 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,217 $806K 0.07% +81 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,216 $806K 0.35% +15 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,211 $803K 0.06% +101 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,195 $799K 0.04% -19 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,201 $796K 0.13% +232 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,201 $796K 0.33% +91 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,200 $795K 0.22% +300 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,198 $794K 0.13% -15 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,197 $793K 0.28% +194 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,189 $788K 0.03% -109 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,181 $783K 0.2% +33 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,178 $781K 0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,177 $780K 0.09% +315 13F-HR Timeline American Trust More: the full row for American Trust 1,176 $779K 0.19% -10 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,171 $778K +839 Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,173 $777K 0.77% +11 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,171 $776K 0.17% +69 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,170 $775K 0.39% -260 13F-HR/A Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,165 $772K 0.07% +238 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,165 $772K 0.19% -817 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,163 $771K 0.2% +202 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,156 $766K 0.03% +56 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,156 $766K 0.61% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,564 $765K 0.01% +123 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,153 $764K 0.36% +303 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,152 $763K 0.01% +196 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,146 $759K 0.41% +189 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,143 $757K 0.02% -219 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,138 $754K 0.22% -71 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,137 $753K 0.21% -1,637 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,137 $753K 0.01% +117 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,136 $753K 0.37% +2 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,132 $750K 0.07% +44 13F-HR Timeline Group Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 1,123 $744K 0.19% -20 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,116 $739K 0.13% +147 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,111 $736K 0.01% +12 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,110 $736K 0.02% -31 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,106 $733K 0.21% +6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,098 $728K 0.03% -206 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,073 $713K 0.42% +10 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,070 $709K 0.02% -102 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,069 $708K 0.05% +176 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,069 $707K 0.13% +46 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,065 $706K 0.1% +31 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,065 $706K 0.27% +217 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,048 $705K 0.29% +80 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,060 $702K 0.06% +139 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,059 $702K 0.2% +91 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,059 $702K 0.02% -365 13F-HR Timeline Group Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,050 $696K 0.17% +450 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,041 $695K 0.6% +44 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,046 $693K 0.68% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,041 $690K 0.03% +124 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,037 $688K 0.03% -21 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 1,038 $688K 0.01% +303 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,038 $688K 0.64% +223 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,035 $686K 0.08% +161 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,098 $684K 0.17% +143 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,030 $683K 0.03% -50 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,027 $681K 0.08% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 975 $676K 0.5% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,016 $673K 0.33% +202 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,013 $671K 0.36% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,010 $669K 0.06% +6 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,009 $669K 0.01% +7 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,008 $668K 0.34% -7 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,000 $663K 0.05% -250 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,000 $663K 0.69% 0 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 996 $660K 0.11% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 995 $660K 0.1% +131 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 995 $659K 0.08% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 991 $656K 0.03% +170 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 988 $655K 0.27% -9 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 985 $653K 0.1% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 982 $651K 0.13% -95 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 960 $650K 0.07% +70 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 976 $647K 0.03% +183 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 975 $646K 0.18% +52 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 972 $644K 0.11% +141 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 970 $643K 0.06% +13 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 968 $641K 0.07% +32 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 964 $639K 0.08% +251 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 962 $638K 0.11% +604 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 961 $637K 0.07% -1,903 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 958 $635K 0.13% -626 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 956 $633K 0.03% -309 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 955 $633K 0.03% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 950 $629K 0.39% -34 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 950 $629K 0.49% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 941 $624K 0.01% +254 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 935 $619K <0.01% -42 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 926 $614K 0.04% +146 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 924 $612K 0.03% +535 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 920 $609K 0.01% +13 13F-HR/A Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 919 $609K 0.5% +81 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 919 $609K 0.21% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 918 $608K 0.01% +9 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 914 $606K 0.87% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 914 $605K 0.03% +10 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 910 $603K 0.01% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 908 $602K 0.11% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 905 $600K 0.34% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 904 $599K 0.02% +78 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 901 $597K 0.03% -125 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 901 $597K 0.07% -181 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 900 $596K 0.02% new 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 900 $596K 0.23% +262 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 899 $596K 0.05% +237 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 897 $594K <0.01% -49 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 896 $594K 0.08% -27 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 897 $592K 0.26% +21 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 889 $589K 0.01% +73 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 885 $586K 0.23% +879 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 885 $586K 0.17% +24 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 880 $583K 0.31% +248 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 879 $582K 0.15% +232 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 877 $581K 0.22% +401 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 875 $580K 1.13% 0 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 864 $573K +150 Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 858 $569K 0.34% +246 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 856 $567K 0.02% +258 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 849 $563K 0.02% +6 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 846 $561K 0.03% +514 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 844 $560K 0.04% -110 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 829 $559K 0.09% -573 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 841 $558K 0.01% +137 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 841 $557K 0.11% +91 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 766 $557K 0.12% +98 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 840 $557K 0.37% -1,119 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 839 $556K 0.33% +20 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 837 $555K 0.04% +477 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 828 $550K 0.05% -248 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 828 $549K 0.06% +100 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 825 $547K 0.1% +7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 820 $544K 0.05% +142 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 820 $543K 0.16% -10 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 820 $543K 0.22% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 819 $543K 0.02% -56 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 819 $543K 0.36% +51 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 817 $541K 0.4% +137 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 773 $536K 0.37% +492 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 806 $535K 0.22% +65 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 806 $534K 0.03% +114 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 805 $533K 0.1% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 802 $531K 0.02% +13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 801 $531K 0.4% -1 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 800 $530K 0.29% +300 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 800 $530K 0.34% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 797 $528K 0.04% +25 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 795 $527K 0.03% -369 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 787 $521K 0.05% -194 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 786 $521K 0.16% -11 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 786 $521K 0.04% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 785 $520K 0.1% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 780 $517K 0.17% +33 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 779 $516K 0.17% -37 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 778 $516K 0.01% -7 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 773 $512K 0.04% +26 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 773 $512K 0.09% -222 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 772 $512K 0.22% new 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 770 $510K 0.34% -105 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 754 $509K <0.01% +435 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 764 $506K 0.39% +70 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 762 $505K 0.06% +158 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 762 $505K 0.33% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 762 $505K 0.28% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 761 $504K 0.26% +34 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 761 $504K 0.01% +202 13F-HR Timeline