Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,109 $960K 0.18% +6,454 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,945 $948K 0.48% +338 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13,820 $940K 0.22% +13,116 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,808 $939K 1.44% +2,914 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,513 $919K 0.01% -995 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 13,510 $919K 0.38% +1,404 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 13,456 $915K 0.74% +153 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 13,419 $913K 0.54% -5,577 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,232 $900K 0.09% -855 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,137 $893K 0.21% -816 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 12,897 $877K 0.14% +6,687 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,885 $876K <0.01% +12,720 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 12,712 $865K +1,024 Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 12,446 $846K 0.37% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,386 $842K 0.45% -1,357 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 12,378 $842K 0.13% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 12,377 $842K 0.04% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 12,219 $831K 0.9% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,109 $824K <0.01% +1,111 13F-HR Timeline Group Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 12,001 $816K 0.69% +2,054 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,762 $801K 0.08% -278 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,749 $799K 0.05% -617 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 11,226 $761K 0.2% -39 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,154 $759K 0.03% +6,712 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,992 $748K 0.07% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 10,810 $735K 0.31% -37 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 10,784 $733K 0.54% +269 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 10,541 $717K 0.09% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,525 $716K 0.49% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 10,496 $714K 0.06% -12,530 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,488 $713K 0.02% -652 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,483 $713K 0.07% -3,782 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,374 $706K 0.01% +2,538 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 10,245 $697K 0.1% -1,819 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,221 $695K 0.16% -695 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 10,207 $694K 0.06% +44 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,966 $673K 0.04% -454 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 9,878 $672K 0.17% -1,077 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 9,874 $672K 0.5% +56 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,821 $668K 0.07% -37 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,811 $667K 0.05% -316 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,813 $667K 0.07% +8,233 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 9,718 $661K 0.09% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,650 $656K 0.01% +1,562 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 9,601 $653K 0.44% -6,534 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 9,503 $646K 0.45% -3,005 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,177 $624K 0.05% +1,011 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,140 $622K <0.01% +35 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 8,842 $601K 1.25% -891 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,636 $587K 0.13% +194 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,418 $572K 0.03% -3,779 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,344 $567K 0.01% -13,701 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 8,070 $561K 0.21% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,193 $557K <0.01% +3,487 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,101 $551K 0.01% -83,259 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 7,894 $537K 0.17% -65,009 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,869 $535K 0.01% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,666 $521K 0.11% +1,173 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,662 $521K 0.23% +83 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 7,653 $520K 0.09% +1,983 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 7,640 $520K 0.2% -14,562 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,640 $520K 0.2% -494 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,528 $512K 0.1% -100 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,500 $510K 0.16% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,474 $508K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,457 $507K <0.01% +2,043 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 7,004 $476K 0.57% +2,684 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,914 $470K 0.13% +56 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,662 $453K 0.03% +4,656 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,631 $451K 0.12% +1,658 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 6,553 $446K 0.1% +1,485 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,553 $446K <0.01% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,527 $444K 0.1% -107 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,501 $442K 0.05% +300 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,401 $435K 0.01% -339 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 6,275 $427K 0.2% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,274 $427K 0.09% -317 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,239 $424K 0.03% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,198 $422K <0.01% +485 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,171 $420K 0.05% +684 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 6,163 $419K 3.89% -2,962 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,091 $414K 0.27% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,065 $412K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,953 $405K 0.02% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,902 $401K 0.22% -770 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,865 $399K 0.09% -41 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 5,775 $393K 0.11% +1,742 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,772 $393K 0.16% +83 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,768 $392K 0.24% +19 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 5,762 $392K 0.17% +2,072 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,747 $391K 0.1% -769 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,731 $390K <0.01% new 13F-HR Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 5,718 $389K 0.49% +63 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,710 $388K 0.34% +630 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,685 $387K <0.01% +2,548 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,593 $380K 0.34% -243 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 5,523 $376K 0.06% -67 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,469 $372K <0.01% -140 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,531 $371K 0.08% +1,182 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,444 $370K 0.01% +305 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,313 $361K 0.1% -410 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,293 $360K 0.17% -839 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,285 $359K 0.04% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,231 $355K 0.02% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,197 $353K <0.01% new 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 5,172 $352K 0.09% -5,336 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,155 $351K <0.01% -3,781 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,923 $335K 0.15% +343 13F-HR/A Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,975 $333K 0.04% +515 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 4,897 $333K 0.2% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,781 $325K 0.05% -184 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 4,745 $323K 0.09% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,709 $320K 0.02% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,660 $317K 0.2% +1,133 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,645 $316K 0.03% -134 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,629 $315K 0.02% -62 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,610 $314K 0.07% +1,104 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,568 $311K 0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,416 $300K 0.05% 0 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 4,415 $300K 0.13% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,398 $299K 0.02% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,394 $299K <0.01% +580 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,314 $293K 0.03% -10 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,277 $291K 0.09% -287 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,232 $288K 0.01% +655 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,203 $286K 0.06% -1,691 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,180 $284K 0.07% -202 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,134 $281K 0.12% +336 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,968 $270K 0.13% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,955 $269K 0.05% new 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 3,948 $268K 0.15% -212 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,930 $267K 0.03% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,928 $267K 0.08% +2,342 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,877 $264K <0.01% new 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,810 $259K 0.01% -335 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,777 $257K 0.06% -171 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,769 $256K 0.06% -253 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,700 $252K 0.02% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,698 $252K 0.04% +222 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 3,697 $251K 0.16% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,675 $250K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,603 $245K 0.01% -3,035 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,601 $244K 0.03% 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 3,587 $244K 0.28% -303 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 3,550 $241K 0.06% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,537 $241K 0.01% +37 13F-HR Timeline Group CV Advisors LLC More: the full row for CV Advisors LLC 3,535 $240K 0.05% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,513 $239K 0.1% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,486 $237K 0.05% +426 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,461 $235K <0.01% -83 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,437 $234K 0.17% -194 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,389 $231K 0.13% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,327 $226K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,303 $225K 0.06% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,301 $225K 0.03% +294 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,265 $222K 0.04% +7 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,256 $221K 0.06% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,231 $220K 0.07% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,231 $220K 0.17% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,223 $219K 0.02% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,208 $218K 0.02% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,181 $216K 0.12% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,169 $216K 0.04% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,120 $213K 0.03% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,112 $212K <0.01% -1,308 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,078 $209K 0.01% -90,084 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,069 $209K 0.06% +2,889 13F-HR Timeline Group QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 3,062 $208K 0.59% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,052 $208K 0.1% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,013 $205K 0.04% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,988 $203K 0.01% +293 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 2,956 $201K 0.02% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,803 $191K 0.15% -113 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,484 $169K 0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,459 $167K <0.01% new 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,421 $165K <0.01% +815 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 2,272 $155K 0.09% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,175 $148K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,450 $143K 0.1% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,088 $142K 0.01% +53 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,786 $121K 0.07% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,655 $113K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,649 $112K <0.01% +1,624 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,631 $111K 0.08% +235 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,525 $104K <0.01% +1,080 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,504 $102K <0.01% +28 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,496 $101K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,454 $98.9K 0.07% +1,395 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,425 $96.9K 0.05% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,365 $92.8K 0.04% -74 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,335 $90.8K 0.07% +875 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,327 $90.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,286 $87.5K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,271 $86.5K 0.06% -568 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,157 $78.7K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,120 $76.2K 0.06% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,108 $75.3K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,105 $75.2K 0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,102 $74.9K 0.03% -20 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,052 $71.5K <0.01% +835 13F-HR Timeline