TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,395 $1.63M 0.56% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,395 $1.63M 0.04% -66 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,379 $1.61M 0.55% -3 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,375 $1.6M 0.07% +217 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,371 $1.6M 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,359 $1.58M 0.84% +157 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,357 $1.58M 0.12% -483 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,356 $1.58M 0.41% -151 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,354 $1.58M 0.03% +65 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,352 $1.58M 0.29% +1 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,351 $1.58M 0.12% -24 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,347 $1.57M 0.11% -113 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,345 $1.57M 0.06% -8 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,343 $1.57M 0.52% +14 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,335 $1.56M 0.16% +92 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,328 $1.55M 0.46% +78 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,326 $1.55M 0.13% +22 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,324 $1.54M 0.07% +29 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,323 $1.54M 0.04% -44 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,323 $1.54M 0.52% -4 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 1,321 $1.54M 0.27% -144 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,316 $1.54M 0.08% -139 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,316 $1.53M 0.16% -282 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,314 $1.53M 0.38% -88 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,312 $1.53M <0.01% -92 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,312 $1.53M 0.24% -5 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,297 $1.51M 0.09% -10 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,292 $1.51M 0.02% +465 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,289 $1.5M 0.69% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,285 $1.5M 0.15% +279 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,284 $1.5M 0.42% -47 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,281 $1.49M 0.19% +24 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,274 $1.49M 0.51% -27 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,264 $1.47M 0.42% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,261 $1.47M 0.52% +34 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,259 $1.47M 0.4% +16 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,259 $1.47M 0.47% +924 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,258 $1.47M 0.23% +19 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,254 $1.46M 0.22% -4 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,249 $1.46M 0.55% -51 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,247 $1.45M 0.1% +14 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,279 $1.45M 0.08% -5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,238 $1.44M 0.9% -113 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,236 $1.44M 0.29% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 1,234 $1.44M 0.71% -42 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,229 $1.43M 0.04% -85 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,225 $1.43M 1.23% -10 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,221 $1.42M <0.01% -68 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 1,221 $1.42M 0.45% -10 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,221 $1.42M 0.03% -27 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,219 $1.42M 0.18% +8 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,216 $1.42M 0.27% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,215 $1.42M 0.85% -40 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,213 $1.41M 0.64% -9 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,208 $1.41M 0.27% +3 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,205 $1.4M 0.35% -58 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,203 $1.4M 0.02% +439 13F-HR/A Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,202 $1.4M 0.04% -5 13F-HR Timeline Group COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,200 $1.4M 0.07% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,200 $1.4M 0.04% 0 13F-HR/A Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,199 $1.4M 0.56% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,196 $1.39M 0.51% -20 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,195 $1.39M 0.06% -193 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,191 $1.39M 0.19% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,182 $1.38M 0.07% -103 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,179 $1.37M 0.09% +30 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,175 $1.37M 0.08% +251 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,172 $1.37M 0.06% +120 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,171 $1.37M 0.23% +7 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,170 $1.36M 0.2% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,167 $1.36M 0.05% +140 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,165 $1.36M 0.19% -138 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,162 $1.35M 0.02% +18 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,149 $1.34M 0.17% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 1,139 $1.34M 0.64% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,146 $1.34M 0.14% -5 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,144 $1.33M 1.04% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,143 $1.33M 0.12% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,142 $1.33M 0.09% -255 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,141 $1.33M 0.26% -89 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,140 $1.33M 0.11% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,140 $1.33M 0.35% -20 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,138 $1.33M 0.19% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,137 $1.32M 0.08% +22 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,135 $1.32M 0.03% +128 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,134 $1.32M 0.58% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,133 $1.32M 0.21% +41 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,124 $1.31M 0.02% +22 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,124 $1.31M 0.11% -5 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,124 $1.31M 0.31% +100 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,124 $1.31M 0.32% +153 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,122 $1.31M 0.08% +3 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 1,120 $1.31M 0.15% -1 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,114 $1.3M 0.23% +696 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,113 $1.29M 0.22% -24 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,101 $1.28M 0.15% +87 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,100 $1.28M 1% +252 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 1,100 $1.28M <0.01% 0 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,097 $1.28M 0.39% +10 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,097 $1.28M 0.16% +13 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,097 $1.28M 0.17% +853 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,095 $1.28M 0.24% +4 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,095 $1.28M 0.3% -16 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,093 $1.27M 0.18% +42 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,082 $1.26M 0.08% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,078 $1.26M 0.37% +4 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,076 $1.25M 0.07% -666 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,074 $1.25M 0.06% +125 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,073 $1.25M 0.14% +175 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,073 $1.25M 0.05% +313 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,071 $1.25M 0.1% +106 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,069 $1.25M 0.07% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,064 $1.24M 0.58% +4 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,064 $1.24M 0.05% +223 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,059 $1.23M 0.71% +17 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,050 $1.22M 0.11% -18 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,049 $1.22M 0.28% -14 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,142 $1.22M 0.55% +2 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,046 $1.22M 0.16% -308 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,041 $1.21M 0.01% -88 13F-HR/A Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,034 $1.21M 0.09% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,033 $1.2M 0.02% -8 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,026 $1.2M 0.17% +24 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,026 $1.2M 0.07% +317 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,025 $1.2M 0.16% -21 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,025 $1.2M 0.57% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,021 $1.19M 0.1% +6 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,020 $1.19M 0.06% -55 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,008 $1.18M 0.85% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,005 $1.17M 0.11% +2 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,005 $1.17M 0.05% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,004 $1.17M 0.41% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,089 $1.17M 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,002 $1.17M 0.02% -71 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 999 $1.16M 0.45% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 997 $1.16M 0.34% +31 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 996 $1.16M 0.35% +25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 996 $1.16M 0.01% +32 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 994 $1.16M 0.08% -155 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 994 $1.16M 0.08% -50 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 988 $1.15M 0.6% +3 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 988 $1.15M 0.06% +208 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 984 $1.15M 0.68% +159 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 983 $1.15M 0.04% -9 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 979 $1.14M 0.21% -45 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 974 $1.14M 0.03% -314 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 974 $1.14M 0.03% +195 13F-HR Timeline MOTCO More: the full row for MOTCO 974 $1.14M 0.1% -16 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 968 $1.13M 0.07% -277 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 986 $1.12M 0.56% -1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 963 $1.12M 0.16% -34 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 960 $1.12M 0.11% -1,067 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 960 $1.12M 1% -24 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 959 $1.12M 0.2% +118 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 959 $1.12M 0.19% +219 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 951 $1.11M 0.48% -6 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 950 $1.11M 0.14% -900 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 949 $1.11M 0.19% +46 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 949 $1.11M 0.23% +639 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 949 $1.11M 0.37% -30 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 944 $1.1M 0.05% -88 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 941 $1.1M 0.01% +194 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 940 $1.1M 0.49% 0 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 940 $1.1M 0.01% new 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 939 $1.09M 0.14% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 939 $1.09M 0.13% +51 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 938 $1.09M 0.08% -6 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 936 $1.09M 0.03% +29 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 934 $1.09M 0.04% +65 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 934 $1.09M 0.26% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 929 $1.08M 0.04% +422 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 928 $1.08M 0.08% +88 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 927 $1.08M 0.05% +175 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 926 $1.08M 0.12% -7 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 921 $1.07M 0.07% +47 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 915 $1.07M 0.07% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 915 $1.07M <0.01% -1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,009 $1.06M 0.09% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 911 $1.06M 0.23% -36 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 911 $1.06M 0.11% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 910 $1.06M 0.26% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 904 $1.05M 0.06% +46 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 901 $1.05M 0.11% +174 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 897 $1.05M 0.05% +39 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 886 $1.03M 0.02% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 885 $1.03M 0.31% -18 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 883 $1.03M 0.58% -338 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 882 $1.03M 0.06% +7 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 882 $1.03M 0.04% +50 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 880 $1.03M 0.36% +175 13F-HR Timeline LWM Advisory Services, LLC 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