J2 Capital Management Inc More: the full row for J2 Capital Management Inc 15,163 $1.02M 0.77% +278 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,110 $1.02M 0.06% -252 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 15,010 $1.01M 0.78% -519 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,986 $1.01M <0.01% +227 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,977 $1.01M <0.01% -251 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,787 $998K 0.04% -10,404 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,782 $998K 0.02% -13,064 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,731 $994K 0.19% -357 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14,728 $994K 0.06% -354 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 14,653 $989K 0.13% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,339 $968K 0.01% -341 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,225 $960K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,942 $941K 0.14% -50,814 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 13,918 $940K 0.09% -433 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,853 $935K 0.06% +1,446 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,723 $926K 0.07% -602 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 13,606 $919K 0.15% +1,620 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,605 $918K 0.02% +2,075 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,321 $917K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,435 $907K 0.01% -18,704 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 13,324 $900K 0.16% -6,223 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,193 $891K <0.01% -413 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,101 $884K 0.13% -540 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,942 $874K 0.05% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,917 $868K 0.13% +62 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,744 $860K 0.1% -337 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,734 $860K 0.26% +77 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,732 $860K 0.01% -20,251 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,710 $858K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,568 $848K 0.02% -4,196 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 12,089 $843K 0.19% -38,627 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,478 $842K 0.15% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 12,450 $840K 0.8% +174 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 12,439 $840K 0.12% -1,399 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,426 $839K 0.06% -6,237 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 12,371 $835K 0.13% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 12,371 $835K 0.13% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,354 $834K 0.01% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 12,304 $831K 0.08% -439 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 12,250 $827K <0.01% -8,500 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 12,243 $827K 0.19% -345 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,163 $821K 0.08% -296 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,160 $821K 0.06% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,141 $820K 0.1% +596 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,112 $818K 0.12% +4,976 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,105 $817K 0.02% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,086 $816K 0.2% -3,226 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 12,080 $816K 0.24% -879 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 11,817 $798K 0.17% +230 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,742 $793K 0.15% -926 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,637 $786K 0.02% -157 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,505 $777K <0.01% +4,507 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,501 $776K 0.01% +5,743 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 11,378 $768K 0.16% -4,355 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,098 $749K 0.39% -195 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,885 $735K 0.13% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,873 $732K 0.05% -91 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,838 $732K 0.04% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,806 $730K 0.15% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,804 $729K 0.06% -4,219 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,725 $724K 0.25% -222 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,642 $718K 0.28% +1,121 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 10,625 $717K 0.42% -2,082 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 10,507 $709K 0.12% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,485 $708K 0.12% -2,509 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 10,475 $707K 0.32% -3,408 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,212 $689K 0.01% +1,094 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,211 $689K 0.01% +1,887 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 10,173 $687K 0.39% +989 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,155 $686K 0.03% -1,137 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,491 $686K 0.04% +4,584 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 10,095 $681K 0.61% -562 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,065 $679K 0.11% -300 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,037 $678K <0.01% +6,701 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 10,000 $675K 2.79% +2,500 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,978 $674K 0.01% -1,311 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,890 $668K 0.01% -3,878 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,800 $662K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,632 $650K 0.02% +379 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 9,556 $645K 0.35% -2 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,548 $645K 0.04% -247 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 9,541 $644K 0.39% -12,588 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,520 $643K 0.02% -157 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 9,509 $642K 0.2% -163 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,473 $640K 0.02% -189 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 9,466 $639K 0.21% -950 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,456 $638K 0.06% -1,209 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 9,401 $635K 0.24% -14,044 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,335 $630K 0.01% -26,185 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,334 $630K 0.01% -51 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,333 $630K 0.05% -3,097 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,589 $627K 0.02% +3,196 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,210 $622K 0.01% -3,065 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,125 $616K 0.01% +32 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 9,000 $608K 0.18% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,960 $605K 0.1% +548 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 8,925 $603K 0.05% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 8,881 $600K 0.48% +9 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,880 $599K 0.29% -1 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 8,802 $594K 0.04% +128 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 8,707 $588K 0.52% -182 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,169 $578K 0.24% -7,956 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,542 $577K 0.07% +125 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,488 $573K 0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,892 $570K 0.1% -4,769 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,409 $568K 0.37% +39 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,303 $561K 0.24% +685 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,191 $553K 0.03% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,164 $551K 0.01% -1,304 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,009 $541K 0.03% -775 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,974 $538K 0.04% -22,225 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 7,894 $533K 0.14% -298 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,877 $532K <0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,861 $531K 0.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,861 $531K 0.03% -225 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 7,843 $529K 0.3% -1,212 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,820 $528K 0.12% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 7,779 $525K 0.11% -11,356 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,789 $525K 0.03% -586 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,758 $524K 0.16% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,662 $517K 0.05% +410 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,631 $515K 0.2% -180 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,537 $509K 0.13% -794 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,514 $507K 0.23% -129 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,498 $506K 0.04% +801 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,447 $503K 0.05% -68 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,406 $500K 0.02% -12 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,164 $484K <0.01% -702 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,149 $483K 0.01% -246 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,061 $477K 0.08% +84 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,997 $472K 0.22% -655 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,977 $471K 0.06% -874 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,955 $470K 0.33% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,914 $467K 0.06% -3,083 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,895 $465K 0.01% -13,411 13F-HR/A Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 6,887 $465K 0.26% -112 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,781 $458K 0.02% -973 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,775 $457K 0.02% -360 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,773 $457K 0.05% -390 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,765 $457K 0.05% +471 13F-HR/A Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,676 $451K 0.15% -117 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,580 $444K 0.05% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,530 $441K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,524 $440K <0.01% -11,640 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,484 $438K 0.12% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,390 $431K 0.07% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,360 $429K 0.06% -1,102 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,346 $428K 0.02% -371 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,960 $425K 0.02% -2,739 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,236 $421K 0.05% -5,060 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 6,229 $420K 0.2% -7,495 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 6,061 $418K 0.13% -5,631 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,142 $415K 0.09% +4,740 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,101 $412K 0.02% +862 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6,043 $408K 0.06% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,031 $407K 0.16% -13,878 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,961 $402K 0.28% -933 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,925 $400K 0.1% +1,119 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,925 $400K 0.01% +574 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,925 $400K 0.02% +829 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,821 $393K 0.12% -969 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,800 $392K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,688 $384K 0.03% -1,385 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 5,661 $382K 0.4% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,532 $382K 0.09% -15,896 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,649 $381K 0.02% new 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 5,600 $378K 0.2% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,589 $377K <0.01% +298 13F-HR Timeline Group GreatBanc Trust CO More: the full row for GreatBanc Trust CO 5,540 $374K 0.26% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,119 $374K 0.03% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,227 $373K 0.06% +508 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 5,509 $372K 0.12% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,507 $372K 0.18% +1,612 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,500 $371K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,496 $371K 0.05% -1,589 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,483 $370K 0.14% -100 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,333 $360K 0.06% -82 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,321 $359K 0.06% -7,572 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,295 $357K 0.04% -230 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,270 $356K 0.01% -91 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,251 $354K 0.04% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,221 $352K 0.09% -2,768 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,105 $345K 0.01% -74 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,091 $344K 0.03% +1,729 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,000 $338K 0.13% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,000 $338K 0.11% -10,486 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,986 $337K <0.01% +16 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,943 $334K 0.09% -112 13F-HR/A Timeline Athena Investment Management More: the full row for Athena Investment Management 4,940 $333K 0.17% -19 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,930 $333K <0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,924 $332K <0.01% -1,107 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,882 $330K 0.01% -4,794 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,793 $324K 0.03% +572 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,741 $320K <0.01% -12,507 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,644 $314K 0.02% -767 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,639 $313K 0.15% -388 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,638 $313K 0.01% -6,834 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,632 $313K 0.06% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,626 $312K 0.04% -101 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,550 $307K 0.17% +1,015 13F-HR Timeline