AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 73 $336K 0.03% +27 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 73 $336K 0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 73 $336K 0.05% -1 13F-HR/A Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 73 $336K 0.51% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 73 $335K 0.28% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 73 $335K 0.18% -2 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 72 $332K 0.04% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 72 $332K 0.1% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 72 $332K 0.01% -46 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 71 $327K 0.05% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 71 $327K 0.22% -6 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 71 $327K 0.27% +27 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 71 $327K 0.28% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 70 $322K 0.04% -9 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 70 $322K 0.06% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 70 $322K 0.09% +11 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 69 $318K 0.07% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 69 $318K 0.26% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 69 $318K 0.06% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 69 $318K 0.03% new 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 69 $318K 0.18% +20 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 69 $318K 0.05% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 68 $313K 0.03% 0 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 68 $313K 0.25% +1 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 68 $313K 0.12% -1 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 68 $313K 0.04% new 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 68 $313K 0.09% +19 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 61 $311K 0.27% -2 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 67 $310K 0.03% +2 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 67 $309K 0.23% -2 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 67 $309K 0.04% -9 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 67 $309K 0.16% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 67 $309K 0.11% -1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 67 $308K 0.03% +11 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 66 $304K <0.01% +12 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 66 $304K 0.06% +12 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 66 $304K 0.05% +2 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 66 $304K 0.17% +4 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 65 $300K 0.31% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 65 $300K 0.02% +11 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 65 $299K 0.01% +1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 65 $299K 0.07% -7 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 65 $299K 0.13% -2 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 64 $295K 0.04% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 64 $295K 0.06% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 64 $295K 0.26% -1 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 64 $295K 0.2% -1 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 64 $295K 0.27% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 64 $295K 0.04% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 63 $290K 0.02% -19 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 63 $290K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 63 $290K 0.04% +40 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 63 $290K 0.05% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 63 $290K 0.01% -2 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 63 $288K 0.18% +13 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 62 $286K 0.15% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 62 $286K 0.07% +1 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 62 $286K 0.06% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 62 $286K 0.05% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 62 $286K 0.13% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 62 $286K 0.04% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 61 $282K 0.02% -4 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 61 $281K <0.01% -92 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 61 $281K 0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $276K 0.03% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 60 $276K 0.08% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 60 $276K 0.03% -4 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 60 $276K 0.13% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 59 $272K 0.03% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 59 $272K 0.04% -1 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 58 $267K 0.21% +3 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 58 $267K <0.01% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 58 $267K 0.01% +3 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 58 $267K 0.06% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 58 $267K 0.04% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 58 $267K 0.02% +1 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 58 $267K 0.04% -6 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 58 $267K 0.25% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 57 $263K 0.06% -9 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 57 $263K 0.1% +2 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 57 $263K 0.06% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 57 $263K 0.06% +3 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 57 $263K 0.01% +2 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 57 $263K 0.01% +11 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 56 $258K 0.01% +5 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 56 $258K 0.03% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 56 $258K 0.01% -1 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 56 $258K 0.02% 0 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 56 $258K 0.02% -1 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 56 $258K 0.14% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 56 $258K 0.17% 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 64 $257K 0.2% -12 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 56 $257K 0.02% +3 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 55 $253K 0.02% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 55 $253K 0.02% -107 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 55 $253K 0.3% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 55 $253K 0.03% -90 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 42 $253K 0.01% -18 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 55 $253K 0.07% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 54 $250K 0.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 54 $249K 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 54 $249K 0.03% +4 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 54 $249K 0.02% +4 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 54 $249K 0.07% +1 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 54 $249K 0.02% -8 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 54 $249K 0.01% +2 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 54 $249K 0.04% -49 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 54 $249K 0.05% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $249K 0.04% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 54 $249K 0.06% +5 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 54 $249K 0.02% +3 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 54 $249K 0.09% -3 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 54 $249K 0.06% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 53 $248K 0.1% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 53 $246K 0.01% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 53 $244K 0.1% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 53 $244K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 53 $244K 0.05% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 53 $244K 0.14% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52 $240K 0.01% +3 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 52 $240K 0.03% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 52 $240K 0.03% -1 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 52 $240K 0.02% -7 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 52 $240K 0.27% 0 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 52 $240K 0.03% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 52 $239K 0.04% +3 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 51 $236K 0.04% -4 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 51 $235K 0.02% -2 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 51 $235K 0.02% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 51 $235K 0.1% -3 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 51 $235K 0.01% -10 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 51 $235K 0.11% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 51 $235K 0.03% -3 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 49 $232K 0.08% -39 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 50 $230K 0.01% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 50 $230K 0.06% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $230K 0.06% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $230K 0.03% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $230K 0.04% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 50 $230K 0.05% -12 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 50 $230K 0.03% -2 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 50 $230K 0.02% -1 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 50 $230K 0.17% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 50 $230K 0.02% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 50 $230K <0.01% +8 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 45 $229K 0.11% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 46 $226K 0.03% +26 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 49 $226K 0.05% +8 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 49 $226K 0.01% -5 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 49 $226K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 49 $226K 0.09% -2 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 49 $226K 0.12% -11 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 49 $224K 0.02% -3 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 48 $222K 0.01% -14,505 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 48 $221K 0.22% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 48 $221K 0.01% +2 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 48 $221K 0.03% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 48 $221K 0.02% -37 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 48 $221K 0.07% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 48 $221K 0.02% +4 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 48 $221K 0.05% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 48 $221K 0.03% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 48 $221K 0.04% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 47 $219K 0.04% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 47 $217K 0.07% +1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 47 $217K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 47 $217K 0.03% -1 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 47 $217K <0.01% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 47 $217K 0.01% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 47 $217K 0.03% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 47 $217K 0.09% +2 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 47 $217K 0.02% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 47 $217K 0.15% +2 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 47 $217K 0.45% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 47 $214K 0.04% +1 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 46 $214K 0.03% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 46 $213K 0.11% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 46 $213K 0.01% +29 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 46 $213K 0.02% +3 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 51 $213K 0.07% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 46 $212K 0.13% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 46 $212K 0.05% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 46 $212K 0.04% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 46 $212K 0.02% new 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 46 $212K 0.11% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 46 $210K 0.13% -32 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 45 $210K 0.11% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 45 $209K 0.03% +1 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 45 $208K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 45 $207K <0.01% -10 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 45 $207K 0.05% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 45 $207K 0.09% -5 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 45 $207K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 45 $207K 0.07% -32 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 45 $207K <0.01% 0 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 45 $207K 0.03% +3 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 45 $207K 0.01% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 45 $207K 0.22% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 45 $206K 0.03% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 44 $205K 0.08% +4 13F-HR Timeline