Centiva Capital, LP More: the full row for Centiva Capital, LP 3,735 $520K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,729 $519K 0.02% +28 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,717 $517K 0.01% -21 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,666 $510K 0.05% +51 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,652 $508K 0.23% +368 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,626 $504K 0.35% -170 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,601 $501K 0.25% -243 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,596 $500K 0.38% +263 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,647 $497K 0.04% -14 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,561 $495K 0.02% -780 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,547 $493K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,528 $491K 0.02% -17 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,525 $490K 0.24% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,503 $487K <0.01% -221 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,502 $487K 0.01% -45 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,499 $487K 0.01% +178 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,494 $486K 0.13% new 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 3,489 $485K 0.07% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,486 $485K 0.14% +9 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,434 $478K 0.05% -52,209 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,410 $474K 0.03% +1,052 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,393 $472K 0.01% +1,067 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,382 $471K 0.04% +45 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,356 $467K 0.11% -597 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,354 $467K <0.01% +112 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,342 $465K 0.18% +121 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,329 $463K 0.01% -588 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,323 $462K 0.04% -11 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,310 $460K 0.05% +840 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,288 $457K 0.07% -562 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,269 $455K 0.02% -6,539 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,260 $453K 0.2% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,244 $451K 0.2% +12 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,213 $451K 0.21% -14 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,229 $449K 0.15% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,225 $449K 0.28% -80 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 2,978 $438K 0.13% -200 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,119 $434K 0.02% -41 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,112 $433K 0.06% -61 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,090 $430K 0.06% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,077 $428K 0.13% +1,461 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,075 $428K 0.4% +81 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,067 $427K 0.01% +500 13F-HR/A Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,000 $417K 0.01% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,998 $417K 0.02% +1,500 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,976 $414K 0.15% +196 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,969 $413K 0.01% +31 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,951 $411K 0.02% +3 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,938 $409K 0.03% +745 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,904 $404K 0.03% -361 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,893 $402K 0.03% +263 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,890 $402K 0.01% +1,301 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,880 $401K 0.19% -525 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,792 $396K 0.05% -3 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,837 $395K 0.02% -4,526 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,833 $394K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,824 $393K <0.01% +402 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,820 $392K 0.04% +532 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,787 $388K 0.13% -12 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,777 $386K 0.01% -555 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,764 $385K 0.01% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,751 $383K 0.05% +796 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,745 $382K 0.09% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,716 $378K 0.09% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,708 $377K 0.02% +77 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,699 $375K 0.01% new 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,673 $372K 0.06% -100 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 2,668 $371K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,661 $370K 0.02% -466 13F-HR Timeline ClearBridge Investments Ltd More: the full row for ClearBridge Investments Ltd 2,654 $369K 0.01% -291 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,645 $368K 0.11% -316 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,643 $368K <0.01% +249 13F-HR/A Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,613 $364K 0.07% -76 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,597 $361K <0.01% +527 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,592 $361K 0.01% new 13F-HR/A Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,557 $356K 0.15% -55 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,522 $351K 0.05% +22 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,520 $351K 0.03% -25 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,499 $350K 0.06% -70 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,513 $350K 0.12% -2,581 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,508 $349K <0.01% -182 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,500 $348K 0.08% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,500 $348K 0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,477 $345K 0.05% -385 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,467 $343K 0.02% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,451 $341K 0.04% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,450 $341K 0.29% -19 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,445 $340K 0.16% +27 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,444 $340K 0.28% -75 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,419 $339K 0.01% +272 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,420 $337K 0.1% -4 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,420 $337K 0.02% +562 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,419 $337K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,398 $334K 0.02% 0 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,395 $333K 0.04% -203 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,393 $333K 0.48% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,367 $331K 0.06% -781 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,346 $326K 0.01% +286 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,329 $324K 0.01% -49 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,328 $324K 0.01% +27 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,325 $323K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,317 $322K 0.01% +409 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,185 $322K 0.05% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,285 $318K 0.01% -33 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,280 $317K 0.02% +76 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,272 $316K 0.04% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,268 $315K 0.05% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,256 $314K 0.04% -14 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,252 $313K 0.01% +1,662 13F-HR/A Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,250 $313K 0.07% +200 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,239 $311K 0.01% +597 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,226 $310K 0.03% -22 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,220 $309K 0.06% -2 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,199 $306K 0.02% -97 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,198 $306K 0.11% +4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,190 $305K 0.03% -503 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,173 $302K 0.1% new 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,172 $302K 0.14% +152 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,169 $302K 0.08% new 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 2,165 $301K 0.01% -191 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,164 $301K 0.04% +49 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,162 $301K 0.01% new 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,150 $299K 0.01% -7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,125 $296K 0.01% 0 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,115 $294K 0.02% -23 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,102 $292K <0.01% -665 13F-HR/A Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,100 $292K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,099 $292K 0.01% -77 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,082 $290K 0.22% +12 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,070 $288K 0.51% -120 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,033 $287K 0.01% +293 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,063 $287K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,053 $286K 0.02% -108 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,032 $283K 0.01% 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,029 $282K 0.03% -99 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,024 $282K 0.12% -62 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,021 $281K 0.13% -89 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,021 $281K 0.18% -714 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,021 $281K <0.01% +1,304 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,021 $281K 0.04% -51 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,016 $280K 0.01% +64 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,015 $280K 0.05% +571 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,000 $278K 0.08% 0 13F-HR Timeline Group Community Bank, N.A. 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More: the full row for Mystic Asset Management, Inc. 1,830 $255K 0.06% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,830 $255K <0.01% +96 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,826 $254K 0.05% -21,582 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,812 $252K 0.01% +264 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,798 $250K 0.05% -56 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,784 $248K <0.01% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,781 $248K 0.04% +249 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,764 $245K 0.05% +60 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,758 $245K 0.23% -294 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,754 $244K 0.22% -300 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,750 $243K 0.02% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,749 $243K <0.01% +23 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,742 $242K 0.04% -25 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,730 $241K <0.01% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,727 $240K 0.05% +254 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,720 $239K 0.14% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,706 $237K 0.01% -30 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,700 $236K <0.01% +124 13F-HR Timeline Peregrine Asset Advisers, Inc. 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Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,656 $230K 0.15% +104 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,655 $230K 0.01% +341 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,652 $230K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,643 $229K 0.03% +216 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,642 $228K 0.01% +445 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,641 $228K 0.01% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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