One Capital Management, LLC More: the full row for One Capital Management, LLC 1,861 $206K 0.01% -400 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,860 $206K 0.12% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,860 $206K 0.01% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,859 $206K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,854 $205K 0.01% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,853 $205K 0.02% new 13F-HR Timeline Group Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,848 $204K 0.19% new 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,847 $204K 0.14% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,830 $202K 0.1% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,825 $202K 0.04% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,825 $202K 0.01% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,824 $202K 0.05% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,824 $202K 0.59% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,818 $201K 0.01% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,813 $200K 0.01% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,810 $200K 0.06% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,806 $200K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,805 $200K 0.01% -531 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,771 $196K 0.01% +271 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,752 $194K 0.03% +1,157 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,688 $187K 0.05% +39 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,636 $181K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,600 $177K 0.02% -150 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,600 $177K 0.06% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,580 $175K 0.12% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,536 $170K <0.01% -6,763 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,533 $170K 0.04% +307 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,500 $166K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,568 $159K 0.03% -2,040 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,438 $159K 0.03% +97 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,435 $159K 0.06% +12 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,377 $152K 0.01% 0 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 1,352 $150K 0.01% -158 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,309 $145K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,300 $144K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,285 $142K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,220 $135K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1,200 $132K <0.01% new 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,176 $130K 0.08% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,139 $126K 0.02% -51 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,137 $126K 0.02% -16 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,134 $125K 0.02% +10 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,137 $124K 0.01% -148 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,114 $123K 0.09% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,078 $119K 0.08% +20 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,068 $118K 0.02% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,057 $117K 0.01% +57 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,053 $116K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,033 $114K 0.02% +45 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,027 $114K <0.01% +45 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,064 $112K 0.08% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,012 $112K 0.02% -690 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,000 $111K 0.02% 0 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $111K 0.03% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,000 $111K 0.03% -50 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 985 $109K 0.02% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 974 $108K 0.06% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 971 $107K 0.02% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 971 $107K 0 Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 935 $103K 0.04% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,723 $103K 0.03% +776 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 912 $101K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 907 $100K 0.05% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 882 $98K 0.02% +2 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 867 $95.9K 0.06% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 861 $95.2K <0.01% -285 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 852 $94.2K 0.01% -6 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 835 $91.6K <0.01% +530 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 822 $90.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 813 $89.9K 0.04% +6 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 810 $89.6K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 788 $87.1K 0.09% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 774 $85.6K <0.01% -420 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 771 $85.3K <0.01% -5 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 770 $85.2K 0.04% -192 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 768 $84.9K 0.01% -583 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 745 $82K 0.03% -140 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 737 $81.5K 0.01% -217 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 733 $81.1K 0.01% +5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 723 $80K 0.04% +63 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 715 $79K 0.06% +3 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 700 $77.4K 0.07% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 679 $75.1K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 660 $73K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 650 $71.9K 0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 642 $71K 0.06% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 642 $71K 0.04% +5 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 600 $66.4K 0.02% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 600 $66.4K 0.01% 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 600 $66.4K 0.02% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 597 $66K 0.07% -15 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 576 $63.7K 0.02% -291 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 572 $63.3K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 564 $62.4K <0.01% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 557 $61.6K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 554 $61.3K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 546 $60.4K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 540 $59.7K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 537 $59.4K 0.01% 0 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 532 $58.8K 0.04% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 532 $58.8K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 530 $58.6K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 512 $57.6K 0.01% +17 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 520 $57.5K 0.01% -4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 512 $57K <0.01% +2 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 514 $56.8K 0.01% +79 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 506 $56K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 502 $55.5K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $55.3K 0.03% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 500 $55.3K 0.03% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 500 $55.3K 0.02% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 500 $55.3K 0.04% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 500 $55.3K 0.07% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 493 $54K 0.02% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 600 $53.6K 0.02% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 481 $53.2K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 480 $53.1K 0.03% +4 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 472 $52.2K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 469 $51.9K 0.03% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 466 $51.5K 0.01% 0 13F-HR/A Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 445 $49.2K 0.04% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 439 $48.5K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 426 $47.1K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 424 $46.9K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 418 $46.2K <0.01% -106 13F-HR Timeline CNB Bank More: the full row for CNB Bank 417 $46.1K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 402 $44.5K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $44.2K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 400 $44.2K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 400 $44.2K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 400 $44.2K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 400 $44.2K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 403 $44K 0.01% +1 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 390 $43.1K 0.03% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 375 $41.5K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 366 $40.5K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 359 $39.7K 0.03% new 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 350 $38K 0.02% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 340 $37.6K 0.01% +2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 339 $37.5K 0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 339 $37.5K 0.01% -143 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 330 $36.5K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 320 $35.4K <0.01% -3,386 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 319 $35.3K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 317 $35.1K 0.02% -128 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 315 $34.8K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 307 $34K <0.01% -104 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 304 $33.6K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 302 $33.4K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $33.2K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 300 $33.2K <0.01% +29 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $33.2K 0.04% new 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 300 $33.2K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 295 $32.6K <0.01% -184 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 291 $32.2K 0.01% 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 287 $31.7K 0.03% -32 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 275 $30.4K 0.02% -122 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 262 $29K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 261 $28.9K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 259 $28.6K 0.01% -964 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 258 $28.5K 0.02% -243 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 253 $28K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 252 $27.9K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $27.6K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 250 $27.6K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $26K <0.01% -3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 232 $25.7K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 232 $25.7K 0.01% +19 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 229 $25.3K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 226 $25K <0.01% -31 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 226 $25K 0.01% -226 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 225 $24.9K 0.02% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 222 $24.6K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 222 $24.6K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 220 $24.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 208 $23K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 205 $23K <0.01% -16 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 200 $22.1K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 200 $22.1K 0.01% -48 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 200 $21.9K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 197 $21.8K <0.01% +17 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 191 $21.2K <0.01% +4 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 187 $20.7K 0.01% +11 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $19.5K 0.14% -148 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 175 $19.4K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 174 $19.2K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 170 $18.8K 0.01% +31 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 168 $18.6K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 167 $18.5K 0.01% -35 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 165 $18.2K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 197 $17.6K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 156 $17K <0.01% +68 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 153 $17K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 153 $16.9K <0.01% +135 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 151 $16.6K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 144 $16K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 144 $15.9K 0.01% -12 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 140 $15.5K <0.01% -1,600 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 150 $15.2K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 137 $15.2K 0.01% +11 13F-HR Timeline